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 year Service code 15 · EIN 22-2232264 | Recordkeeping | $2,122,305 |
Filed as: PRUDENTIAL LIFE INSURANCE Service code 15 · EIN 22-1211670 | Recordkeeping | $938,109 |
PZENA INVESTMENT MANAGEMENT3+ years Filed as: PZENA INTERNATIONAL VALUE FD Service code 28 · EIN 30-6246820 | Investment Management | $780,625 |
RUANNE CUNNIFF AND GOLDFARB3+ years Service code 28 · EIN 13-2628641 | Investment Management | $619,798 |
ROYCE3+ years Filed as: ROYCE AND ASSOCIATES Service code 28 · EIN 52-2343043 | Investment Management | $566,938 |
CARDINAL CAPITAL MANAGEMENT, LLC3+ years Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $560,106 |
WITHUMSMITH+BROWN, PC3+ years Filed as: TWEEDY BROWN CO Service code 28 · EIN 13-3381587 | Investment Management | $502,144 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-2864846 | Investment Management | $490,270 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $475,119 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $465,877 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.98% | 79.68%-66.7pp | 16.78%-3.8pp | 23.90%-10.9pp |
| Employer contribution / active EE | $80,863 | $21,735+272.0% | $26,328+207.1% | $16,539+388.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |