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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $83,587 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $53,557 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $50,332 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $28,245 |
Service code 10 · EIN 06-1648707 | Accounting | $13,762 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $12,341 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $11,396 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 38-3212521 | Investment Management | $7,608 |
MARSICO CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 84-1434992 | Investment Management | $6,016 |
Service code 29 · EIN 57-0215445 | Legal | $5,675 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -94.86% | 0.80%-95.7pp | 5.44%-100.3pp | 4.16%-99.0pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |