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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,469,784 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ACTIVE CORE PLUS Service code 28 · EIN 20-6201314 | Investment Management | $527,668 |
AON CONSULTING1+ years Service code 11 · EIN 77-0182453 | Actuarial | $501,587 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $468,418 |
PAYDEN & RYGEL1+ years Service code 28 · EIN 95-3921788 | Investment Management | $242,580 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 04-1107280 | Other fees; Trustee (bank, trust comp... | $108,044 |
Filed as: RANGER INVESTMENT MANAGEMENT, LP Service code 28 · EIN 02-0661004 | Investment Management | $80,299 |
SIMPSON & SIMPSON CPAS1+ years Service code 10 · EIN 95-3683803 | Accounting | $58,791 |
AJO1+ years Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $42,041 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-0604934 | Investment Management | $32,314 |
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.
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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | 0.91% | -0.08%+1.0pp | 16.23%-15.3pp | -0.08%+1.0pp |
| Employer contribution / active EE | $6,135 | $7,991-23.2% | $17,605-65.2% | $7,991-23.2% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |