Filed May 17, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $3,305,265 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1884125 | Accounting | $309,873 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $272,381 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $263,081 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $190,266 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3664388 | Investment Management | $85,454 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $83,435 |
Filed as: STATE STREET RESEARCH & MGT COMPANY Service code 18 · EIN 13-3142135 | Investment management fees paid direc... | $28,293 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $10,513 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 28.37% | 33.70%-5.3pp | 14.64%+13.7pp | 53.27%-24.9pp |
| Employer contribution / active EE | $21,792 | $14,473+50.6% | $41,831-47.9% | $14,774+47.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |