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 MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $603,005 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $441,900 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $226,855 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $123,169 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 | Investment Management | $104,006 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $55,104 |
Service code 10 · EIN 06-1648707 | Accounting | $30,210 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $24,026 |
Service code 29 · EIN 57-0215445 | Legal | $17,906 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $7,411 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 16.76% | 79.68%-62.9pp | 16.78%0pp | 23.90%-7.1pp |
| Employer contribution / active EE | $13,672 | $21,735-37.1% | $26,328-48.1% | $16,539-17.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |