Filed July 11, 2000 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $468,729 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY Service code 28 · EIN 24-4560299 | Investment Management | $374,914 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $315,376 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $314,921 |
Service code 28 · EIN 22-3367558 | Investment Management | $253,654 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE ASSET Service code 28 · EIN 59-2385219 | Investment Management | $218,988 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $165,284 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Filed as: AGINCOURT Service code 28 · EIN 54-1947440 | Investment Management | $141,805 |
LCG ASSOCIATES, INC.10+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $62,315 |
STATE STREET GLOBAL ADVISORS8 years Service code 18 · EIN 04-3581074 | Custodial (securities); Custodial (ot... | $53,301 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 13.27% | 18.61%-5.3pp | 4.95%+8.3pp | 9.30%+4.0pp |
| Employer contribution / active EE | $0 | $11,871-100.0% | $20,917-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |