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 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $681,381 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $182,490 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 P.O. BOX 27169 · NEW YORK, NY 10087 | Investment Management | $141,585 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Actuarial | $116,966 |
EARNEST PARTNERS, LLC5 years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $107,271 |
US BANK7+ years Service code 18 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Custodial (securities); Custodial (ot... | $37,203 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLC Service code 10 · EIN 91-0189318 P.O. BOX 101822 · PASADENA, CA 91189 | Accounting | $16,500 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 3.49% | 90.87%-87.4pp | 111.29%-107.8pp | 2.77%+0.7pp |
| Employer contribution / active EE | $3,040 | $19,322-84.3% | $46,003-93.4% | $15,262-80.1% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |