Filed May 15, 1996 (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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 50 · EIN 22-2232264 | Direct Payment | $1,316,861 |
RUANNE CUNNIFF AND GOLDFARB1+ years Service code 28 · EIN 13-2628641 | Investment Management | $1,150,238 |
Filed as: PRUDENTIAL LIFE INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $1,052,270 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA INTERNATIONAL VALUE FD Service code 28 · EIN 30-6246820 | Investment Management | $913,393 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-2864846 | Investment Management | $533,447 |
Filed as: RS INVESTMENTS Service code 28 · EIN 94-3321067 | Investment Management | $521,199 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY BROWN CO Service code 28 · EIN 13-3381587 | Investment Management | $493,263 |
CARDINAL CAPITAL MANAGEMENT, LLC1+ years Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $464,037 |
ROYCE1+ years Filed as: ROYCE AND ASSOCIATES Service code 28 · EIN 52-2343043 | Investment Management | $459,462 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $373,533 |
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 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.09% | -0.43%-2.7pp | -3.43%+0.3pp | -0.60%-2.5pp |
| Employer contribution / active EE | $52,870 | $10,132+421.8% | $25,607+106.5% | $12,272+330.8% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |