Filed July 6, 1995
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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $348,417 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $280,284 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $249,533 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $238,567 |
Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $234,797 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $220,346 |
Filed as: CONDUENT HR CONSULTING Service code 11 · EIN 13-3954297 | Actuarial | $107,387 |
LJ MOSBY, P.C.3+ years Filed as: L.J. MOSBY, PC Service code 10 · EIN 84-1656069 | Accounting | $24,000 |
BDO USA, LLP1 year Service code 16 · EIN 13-5381590 | Consulting | $16,076 |
JONES WALKER LLP2+ years Filed as: JONES WALKER, LLP Service code 29 · EIN 72-0445111 | Legal | $13,658 |
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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 9.72% | 9.14%+0.6pp | 8.32%+1.4pp | 10.41%-0.7pp |
| Employer contribution / active EE | $0 | $9,384-100.0% | $30,793-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |