Filed June 9, 1998
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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $36,127 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $24,654 |
Filed as: NOMURA CORPORATE RESEARCH ASSET Service code 28 · EIN 13-3607885 | Investment Management | $17,448 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,390 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 51-0368279 | Investment Management | $9,360 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $6,825 |
HYPERION BROOKFIELD4+ years Service code 28 · EIN 13-3750132 | Investment Management | $5,932 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 95-2632339 | Investment Management | $5,739 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $5,674 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -7.73% | -2.53%-5.2pp | -61.72%+54.0pp | -0.69%-7.0pp |
| Employer contribution / active EE | $32,000 | $37,001-13.5% | $47,703-32.9% | $16,786+90.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |