Filed July 30, 1997 (most recent of 2 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. $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 |
|---|---|---|
GCM GROSVENOR3 years Filed as: GCM GROSVENOR STRATEGIC Service code 28 · EIN 80-0952472 | Investment Management | $3,263,528 |
TSG8 LP6 years Service code 28 · EIN 98-1453466 | Investment Management | $1,460,372 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT HR SERVICES Service code 15 · EIN 81-2983623 | Recordkeeping | $1,290,351 |
PIMCO FUNDS7 years Filed as: PIMCO BRAVO FD III ONSHORE Service code 28 · EIN 32-0494577 | Investment Management | $1,272,347 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,002,506 |
Filed as: WESTERN ASSET MGMT COMPANY Service code 28 · EIN 95-2705767 | Investment Management | $862,952 |
TSG92 years Service code 28 · EIN 98-1628474 | Investment Management | $717,215 |
DODGE & COX5 years Service code 28 · EIN 94-1411976 | Investment Management | $616,671 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS (CONSULTING) Service code 16 · EIN 91-1659779 | Consulting | $523,202 |
ACUITAS INVESTMENT LLC7 years Service code 28 · EIN 27-3889854 | Investment Management | $516,776 |
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.
Employer contribution per participant 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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.34% | 8.48%-3.1pp | 4.95%+0.4pp | 8.48%-3.1pp |
| Employer contribution / active EE | $2,011 | $9,949-79.8% | $20,917-90.4% | $9,949-79.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |