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 CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,397,020 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $708,436 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $698,323 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 28 · EIN 47-1167553 | Investment Management | $605,421 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $527,769 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $410,367 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $72,100 |
TEMPO HOLDING COMPANY, LLC4 years Service code 14 · EIN 82-1061233 | Plan Administrator | $24,300 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $10,000 |
KATE RANALLI LLC5 years Service code 17 · EIN 81-3707565 | Pension Consulting | $8,800 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | -3.39% | 8.91%-12.3pp | 7.32%-10.7pp | 11.84%-15.2pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |