Filed October 22, 1997
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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $260,000 |
THE BANK OF NEW YORK MELLON8 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $109,209 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $80,549 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $56,735 |
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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 3.32% | 5.82%-2.5pp | 8.91%-5.6pp | 7.65%-4.3pp |
| Employer contribution / active EE | $0 | $11,370-100.0% | $24,376-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |