Filed June 25, 2002
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: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $3,647,347 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,755,935 |
AON CONSULTING8 years Filed as: AON Service code 13 · EIN 22-2232264 | Contract Administrator | $191,295 |
ARES PATHFINDER1 year Service code 28 · EIN 84-3564706 | Investment Management | $118,845 |
PIMCO FUNDS1 year Filed as: PIMCO TACTICAL OPPORTUNITY OFFSHORE Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $72,079 |
VEDDER PRICE1 year Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $61,848 |
OCM MEZZ III1 year Filed as: OCM OPPORTUNITIES FUND IX LP Service code 28 333 SOUTH GRAND AVENUE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $38,637 |
GRANT THORNTON LLP9 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $32,550 |
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.
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.83% | 7.96%-3.1pp | 5.16%-0.3pp | 8.76%-3.9pp |
| Employer contribution / active EE | $57,285 | $15,125+278.7% | $26,442+116.6% | $16,640+244.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |