Filed November 26, 1997 (most recent of 3 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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,669,925 |
MARATHON ASSET MANAGEMENT7 years Filed as: MARATHON-LONDON Service code 28 | Investment Management | $2,383,878 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,544,504 |
DEPRINCE, RACE & ZOLLO9+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,523,866 |
Filed as: NEXT CENTURY GROWTH INV, LLC Service code 28 · EIN 41-1923871 | Investment Management | $1,465,143 |
Filed as: TIMESSQUARE CAPITAL MGMT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,026,485 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST CO. Service code 28 · EIN 95-6597294 | Investment Management | $911,716 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $895,028 |
Filed as: SANDS CAPITAL MGMT, LLC Service code 28 · EIN 20-2830751 | Investment Management | $880,571 |
Filed as: BRANDYWINE GLOBAL INV. MGMT Service code 28 · EIN 52-1200960 | Investment Management | $656,132 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 7.67% | 13.18%-5.5pp | 32.30%-24.6pp | 13.18%-5.5pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $33,955-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |