Filed March 14, 1994 (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 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: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $400,602 |
AON CONSULTING1 year Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $346,595 |
Filed as: MFS Service code 28 · EIN 04-6551722 | Investment Management | $59,822 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $56,291 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $49,726 |
CAMBIAR INVESTORS LLC4+ years Service code 28 · EIN 84-1596610 | Investment Management | $36,776 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $34,537 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT L.L.P. Service code 28 · EIN 56-1557450 | Investment Management | $27,458 |
INVESCO1 year Filed as: INVESCO AIM Service code 28 · EIN 98-0557567 | Investment Management | $24,824 |
Filed as: WESTFIELD CAPITAL MGMT. CO., L.P. Service code 28 · EIN 80-0175963 | Investment Management | $22,295 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -7.81% | -2.53%-5.3pp | -61.72%+53.9pp | -0.69%-7.1pp |
| Employer contribution / active EE | $2,215 | $37,001-94.0% | $47,703-95.4% | $16,786-86.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |