Filed October 18, 2004
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $2,160,501 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,483,155 |
PIMCO FUNDS9 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $550,696 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $388,190 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK INVEST. Service code 28 · EIN 95-4575414 | Investment Management | $293,050 |
PGIM INVESTMENTS6 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $251,923 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $90,200 |
MONDRIAN INVESTMENT GROUP4 years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $42,986 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $13,533 |
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.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 4.88% | 9.57%-4.7pp | 37.43%-32.6pp | 9.57%-4.7pp |
| Employer contribution / active EE | $34 | $9,429-99.6% | $38,058-99.9% | $9,429-99.6% |
| Participant deferral / active EE | $0 | $408-100.0% | $121-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |