Filed June 24, 2002 (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 3-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 |
|---|---|---|
BAILLIE GIFFORD OVERSEAS LTD3+ years Service code 33 · EIN 22-3438530 | Soft dollars commissions; Securities ... | $505,857 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $305,740 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $305,365 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $289,790 |
LINCOLN NATIONAL CORPORATION3+ years Service code 50 · EIN 35-0472300 | Direct Payment | $227,042 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $225,428 |
EMERALD FUNDS3+ years Filed as: EMERALD ADVISERS, INC. Service code 28 · EIN 23-2664857 | Investment Management | $151,317 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $124,982 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $113,427 |
ANALYTIC INVESTORS, LLC3+ years Service code 28 · EIN 95-2665790 | Investment Management | $102,528 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -97.66% | -114.97%+17.3pp | -102.03%+4.4pp | -82.66%-15.0pp |
| Employer contribution / active EE | $0 | $39,358-100.0% | $36,229-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |