Filed January 1, 2012 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $169,562 |
COLUMBIA MGT INVESTMENT ADVISORS1+ years Service code 28 · EIN 04-3480839 | Investment Management | $59,250 |
Filed as: TCW INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 52-1887096 | Investment Management | $25,789 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $25,677 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 13-3673813 | Investment Management | $24,784 |
INVESCO1+ years Filed as: AIM PRIVATE ASSET MANAGEMENT, INC Service code 28 · EIN 58-1707262 | Investment Management | $17,934 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGMENT LLC Service code 28 · EIN 98-0202744 | Investment Management | $14,575 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1198068 | Investment Management | $13,528 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-4019460 | Investment Management | $10,561 |
DREMAN VALUE MANAGEMENT, LLC1+ years Filed as: DREMEN VALUE MANAGEMENT LLC Service code 28 · EIN 22-3499132 | Investment Management | $7,504 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.92% | 5.09%-2.2pp | 5.00%-2.1pp | 7.18%-4.3pp |
| Employer contribution / active EE | $23,693 | $7,393+220.5% | $35,918-34.0% | $13,095+80.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |