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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $374,953 |
AON CONSULTING3 years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $150,332 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $44,716 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $37,559 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INTERNATIONAL Service code 28 · EIN 84-1596610 | Investment Management | $19,665 |
NEUBERGER BERMAN3 years Service code 28 · EIN 61-1591182 | Investment Management | $17,455 |
INVESCO2 years Filed as: AIM INTERNATIONAL Service code 28 · EIN 98-0557567 | Investment Management | $15,910 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD ASSET MANAGEMENT Service code 28 · EIN 39-2008435 | Investment Management | $11,605 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $10,107 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 8.84% | 9.18%-0.3pp | 380.66%-371.8pp | 9.29%-0.4pp |
| Employer contribution / active EE | $67,065 | $20,046+234.6% | $45,083+48.8% | $15,168+342.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |