Filed April 27, 1
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 |
|---|---|---|
PIMCO FUNDS9 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,571,580 |
NTESS, LLC7 years Service code 35 · EIN 85-0097942 | Direct payment from the plan; Employe... | $1,502,683 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $1,212,990 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $959,861 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $933,101 |
Filed as: NISA INVESTMENT ADVISOR LLC Service code 28 · EIN 48-1140940 | Investment Management | $911,551 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 20-2159373 | Investment Management | $742,860 |
NUMERIC INVESTORS LLC7 years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $265,993 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-2235791 | Actuarial | $126,000 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Other fees; I... | $41,475 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 6.11% | 9.30%-3.2pp | 8.05%-1.9pp | 9.30%-3.2pp |
| Employer contribution / active EE | $34,115 | $12,557+171.7% | $42,669-20.0% | $12,557+171.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |