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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $387,887 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $356,840 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $344,612 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $313,352 |
MERCER1 year Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 13-2834414 | Consulting | $197,891 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $151,959 |
Service code 29 · EIN 31-1399107 | Legal | $28,539 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $20,988 |
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 14.76% | 9.38%+5.4pp | 8.01%+6.7pp | 9.29%+5.5pp |
| Employer contribution / active EE | $0 | $9,605-100.0% | $29,475-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |