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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $603,404 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $338,182 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $320,821 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $247,500 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $196,289 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $181,148 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $52,950 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $37,746 |
LJ MOSBY, P.C.4+ years Filed as: L.J. MOSBY, PC Service code 10 · EIN 84-1656069 | Accounting | $24,000 |
BDO USA, LLP2 years Service code 16 · EIN 13-5381590 | Consulting | $8,184 |
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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.28% | -2.92%-1.4pp | -752.26%+748.0pp | 10.56%-14.8pp |
| Employer contribution / active EE | $0 | $9,485-100.0% | $31,802-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |