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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $49,059 |
Filed as: BLUE CROSS BLUE SHIELD ASSOCATION Service code 14 · EIN 13-5656874 | Plan Administrator | $40,103 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $38,529 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $20,194 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $17,214 |
CORNERSTONE RESEARCH, INC.1 year Filed as: CORNERSTONE REASEARCH Service code 29 · EIN 94-3092543 | Legal | $11,783 |
L & S VENTURES LLC1 year Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $7,301 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 95-2632339 | Investment Management | $7,213 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $6,535 |
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | -55.19% | 6915.14%-6970.3pp | 380.66%-435.9pp | 627.08%-682.3pp |
| Employer contribution / active EE | $136,792 | $39,618+245.3% | $45,083+203.4% | $18,824+626.7% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |