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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $2,315,847 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,190,243 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $851,909 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $469,731 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $251,614 |
PGIM INVESTMENTS5 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $161,828 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $131,325 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 · EIN 04-1867445 | Investment Management | $14,110 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.28% | 8.48%-0.2pp | 9.14%-0.9pp | 8.48%-0.2pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,544-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |