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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $918,750 |
DENVER INVESTMENTS2+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-1284659 | Investment Management | $98,206 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 51 · EIN 95-3371046 | Investment Mgmt Fees | $72,905 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS Service code 28 · EIN 98-0425770 | Investment Management | $69,453 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON Service code 28 · EIN 04-3237387 | Investment Management | $62,145 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $22,021 |
Filed as: THE BNY MELLON EMPLOYEES BENE Service code 21 · EIN 25-6078093 | Bank Trustee | $19,450 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 5.91% | 5.03%+0.9pp | 18.87%-13.0pp | 7.18%-1.3pp |
| Employer contribution / active EE | $57,114 | $10,273+455.9% | $19,828+188.1% | $13,095+336.2% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |