Filed March 8, 1995
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Bank Trustee | $436,384 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 P.O. BOX 27169 · NEW YORK, NY 10087 | Bank Trustee | $84,189 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 10955 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92130 | Actuarial | $66,627 |
US BANK2+ years Service code 12 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Claims processing | $63,649 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS LLC Service code 21 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Bank Trustee | $62,366 |
SQUAR MILNER LLP1 year Filed as: SQUAR MILNER Service code 10 · EIN 33-0835986 4100 NEWPORT PLACE DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $13,700 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 9.28% | 17.84%-8.6pp | 15.63%-6.4pp | 17.84%-8.6pp |
| Employer contribution / active EE | $5,900 | $14,688-59.8% | $56,677-89.6% | $14,688-59.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |