Filed April 16, 2007 (most recent of 4 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 |
|---|---|---|
Filed as: WESTERN ASSET MGT Service code 27 · EIN 52-1200960 | Advisory (Plan) | $823,717 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 25 · EIN 04-2723880 | Directed Trustee | $696,942 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $503,622 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 27 · EIN 82-2405817 | Advisory (Plan) | $435,017 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ENNISKNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $291,732 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH MANAGEMENT (IRM) Service code 28 · EIN 04-2955404 | Investment Management | $286,373 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $273,997 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $234,407 |
RYDER SYSTEM, INC.10+ years Service code 15 · EIN 59-0739250 | Recordkeeping | $102,613 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $87,203 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 2.97% | 9.32%-6.3pp | 10.54%-7.6pp | 9.30%-6.3pp |
| Employer contribution / active EE | $32,017 | $14,511+120.6% | $26,782+19.5% | $12,557+155.0% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |