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 |
|---|---|---|
XEROX CORPORATION1 year Filed as: XEROX HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,549,448 |
Service code 14 · EIN 95-1240335 | Plan Administrator | $548,797 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ACTIVE CORE PLUS Service code 28 · EIN 20-6201314 | Investment Management | $530,906 |
AON CONSULTING2+ years Service code 11 · EIN 77-0182453 | Actuarial | $387,876 |
PAYDEN & RYGEL2+ years Service code 28 · EIN 95-3921788 | Investment Management | $265,250 |
Filed as: RANGER INVESTMENT MANAGEMENT, LP Service code 28 · EIN 02-0661004 | Investment Management | $83,740 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-0604934 | Investment Management | $67,116 |
SIMPSON & SIMPSON CPAS2+ years Service code 10 · EIN 95-3683803 | Accounting | $60,202 |
ACUITAS INVESTMENT LLC2+ years Filed as: ACUITAS INVESTMENTS, LLC Service code 28 · EIN 27-3889854 | Investment Management | $44,414 |
MCM CPAS & ADVISORS LLP2+ years Filed as: MCM EAFE FUND Service code 28 · EIN 25-6078093 | Investment Management | $37,973 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 7.33% | 10.64%-3.3pp | 1.15%+6.2pp | 10.64%-3.3pp |
| Employer contribution / active EE | $5,094 | $11,561-55.9% | $26,339-80.7% | $11,561-55.9% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |