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 CONSULTING2+ years Filed as: AON CONSULTING INC Service code 28 · EIN 22-2232264 | Investment Management | $1,634,702 |
Filed as: PRUDENTIAL LIFE INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $995,738 |
PZENA INVESTMENT MANAGEMENT2+ years Filed as: PZENA INTERNATIONAL VALUE FD Service code 28 · EIN 30-6246820 | Investment Management | $786,493 |
RUANNE CUNNIFF AND GOLDFARB2+ years Service code 28 · EIN 13-2628641 | Investment Management | $746,151 |
Filed as: RS INVESTMENTS Service code 28 · EIN 94-3321067 | Investment Management | $527,492 |
WITHUMSMITH+BROWN, PC2+ years Filed as: TWEEDY BROWN CO Service code 28 · EIN 13-3381587 | Investment Management | $476,557 |
CARDINAL CAPITAL MANAGEMENT, LLC2+ years Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $475,213 |
ROYCE2+ years Filed as: ROYCE AND ASSOCIATES Service code 28 · EIN 52-2343043 | Investment Management | $450,207 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-2864846 | Investment Management | $412,769 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $374,184 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.23% | 17.94%-9.7pp | 5.44%+2.8pp | 7.18%+1.0pp |
| Employer contribution / active EE | $74,703 | $12,263+509.2% | $25,481+193.2% | $13,095+470.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |