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 8-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 |
|---|---|---|
PIMCO FUNDS7 years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $712,480 |
NOTTINGHAM1 year Service code 21 · EIN 16-1468628 | Bank Trustee | $531,247 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $504,698 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $343,799 |
BAILLIE GIFFORD OVERSEAS LTD8+ years Service code 33 · EIN 22-3438530 | Other fees; Securities brokerage; Inv... | $342,362 |
LINCOLN NATIONAL CORPORATION8+ years Service code 50 · EIN 35-0472300 | Direct Payment | $126,988 |
EMERALD FUNDS4 years Filed as: EMERALD ADVISERS,LLC Service code 28 · EIN 83-1180034 | Investment Management | $94,243 |
MERCER8+ years Service code 11 · EIN 12-2834414 | Actuarial | $72,411 |
MERCER7 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $24,755 |
Service code 22 · EIN 13-4994650 | Insurance Broker | $24,069 |
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 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 0.27% | 9.22%-9.0pp | 8.80%-8.5pp | 9.22%-9.0pp |
| Employer contribution / active EE | $8,750 | $13,567-35.5% | $29,429-70.3% | $13,567-35.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |