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 Filed as: AON CONSULTING INC. Service code 65 · EIN 22-2232264 | Account Maintenance | $1,009,348 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $464,878 |
Filed as: RUANNE CUNNIFF AND GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $344,121 |
FOCUSED INVESTORS LLC4+ years Filed as: FOCUSED INVESTORS Service code 28 · EIN 27-0138622 | Investment Management | $333,253 |
Filed as: CARDINAL CAPITAL MANAGEMENT Service code 28 · EIN 06-1422705 | Investment Management | $307,704 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $280,676 |
COHO PARTNERS, LTD.1 year Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $263,424 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $251,365 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $233,314 |
ROYCE4+ years Filed as: ROYCE AND ASSOCIATES Service code 28 · EIN 52-2343043 | Investment Management | $203,086 |
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 0.39% | -2.68%+3.1pp | 12.68%-12.3pp | -0.69%+1.1pp |
| Employer contribution / active EE | $29,661 | $18,045+64.4% | $22,860+29.8% | $16,786+76.7% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |