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 |
|---|---|---|
SC UFCW ADMINISTRATION LLC6 years Service code 14 · EIN 74-3243950 | Plan Administrator | $6,702,529 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $1,342,937 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,156,322 |
VICTORY6 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $946,469 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $889,154 |
Service code 11 · EIN 26-1370698 | Actuarial | $859,757 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK INV MGMT Service code 28 · EIN 95-4191764 | Investment Management | $831,528 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $831,003 |
ARTISAN PARTNERS10+ years Service code 28 · EIN 30-0551775 | Investment Management | $719,264 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (WS) INC. Service code 11 · EIN 94-1503999 | Actuarial | $673,137 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $231,535-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.5%-45.5pp | 0.0%0pp |
| Annual return | 28.32% | 9.42%+18.9pp | 12.92%+15.4pp | 9.42%+18.9pp |
| Employer contribution / active EE | $5,496 | $9,497-42.1% | $24,425-77.5% | $9,497-42.1% |
| Participant deferral / active EE | $0 | $388-100.0% | $18-100.0% | $388-100.0% |
| Admin fee / account holder | $0 | $0 | $262,349-100.0% | - |