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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $480,810 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $463,473 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $345,716 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $194,004 |
Service code 29 · EIN 57-0215445 | Legal | $134,011 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $84,762 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $78,272 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $52,256 |
MARSICO CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 84-1434992 | Investment Management | $41,321 |
Service code 10 · EIN 06-1648707 | Accounting | $14,887 |
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% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 19.08% | 17.94%+1.1pp | 5.44%+13.6pp | 7.18%+11.9pp |
| Employer contribution / active EE | $18,248 | $12,263+48.8% | $25,481-28.4% | $13,095+39.4% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |