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.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,681,250 |
MARATHON ASSET MANAGEMENT8 years Filed as: MARATHON-LONDON Service code 28 | Investment Management | $1,924,255 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,636,131 |
DEPRINCE, RACE & ZOLLO10+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,562,356 |
Filed as: NEXT CENTURY GROWTH INV, LLC Service code 28 · EIN 41-1923871 | Investment Management | $1,494,512 |
AMERICAN FUNDS6 years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $1,385,395 |
Filed as: SANDS CAPITAL MGMT, LLC Service code 28 · EIN 20-2830751 | Investment Management | $1,139,417 |
Filed as: TIMESSQUARE CAPITAL MGMT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $992,119 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $718,154 |
Filed as: BRANDYWINE GLOBAL INV. MGMT Service code 28 · EIN 52-1200960 | Investment Management | $645,885 |
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 9.00% | 8.85%+0.2pp | 9.84%-0.8pp | 8.85%+0.2pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $30,320-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |