Filed February 5, 2010 (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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $470,729 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $345,180 |
MARSICO CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 84-1434992 | Investment Management | $287,515 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $227,374 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $219,052 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 | Investment Management | $169,249 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $159,762 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $124,925 |
Service code 29 · EIN 57-0215445 | Legal | $62,701 |
BC EUROPEAN CAPITAL IX-1 LP1+ years Filed as: EUROPEAN INVESTORS Service code 28 · EIN 13-3750132 | Investment Management | $16,778 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.14% | -0.43%-0.7pp | -3.43%+2.3pp | -0.60%-0.5pp |
| Employer contribution / active EE | $55,431 | $10,132+447.1% | $25,607+116.5% | $12,272+351.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |