Filed December 16, 2004 (most recent of 3 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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $463,670 |
BLACKROCK10+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $331,503 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $289,904 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $271,654 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $199,351 |
Filed as: GLOBAL TRUST COMPANY (BARON) Service code 21 · EIN 26-3761443 | Bank Trustee | $119,177 |
WILLIAM BLAIR4 years Service code 28 · EIN 47-2614791 | Investment Management | $72,893 |
COHO PARTNERS, LTD.10+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $25,106 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $23,656 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 04-1486744 | Investment Management | $15,023 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.93% | 5.48%-3.5pp | 9.84%-7.9pp | 9.30%-7.4pp |
| Employer contribution / active EE | $23,357 | $9,127+155.9% | $30,320-23.0% | $12,557+86.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |