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 LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $2,351,362 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,439,925 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $594,777 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $427,466 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $370,995 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $211,744 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $200,000 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $83,987 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $23,936 |
JACKSON WALKER2 years Service code 29 · EIN 75-0764921 | Legal | $8,576 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 17.92% | 17.85%+0.1pp | 9.52%+8.4pp | 13.80%+4.1pp |
| Employer contribution / active EE | $8 | $5,706-99.9% | $41,951-100.0% | $10,386-99.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |