Filed May 26, 2004
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 |
|---|---|---|
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL L.P. Service code 28 · EIN 04-3472863 | Investment Management | $2,322,161 |
Filed as: STRATEGIC INVESTMENT MGMT. Service code 28 · EIN 52-1540171 | Investment Management | $1,947,150 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $896,690 |
WELLINGTON TRUST COMPANY9 years Service code 28 · EIN 04-2755549 | Investment Management | $572,205 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $348,761 |
CIRS EMPLOYEE 11 year Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $223,529 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 2 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $135,637 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 3 Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $112,604 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 4 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $105,281 |
STEPSTONE GROUP LP1 year Filed as: STEPSTONE GROUP L.P. Service code 16 · EIN 33-1156466 | Consulting | $101,031 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 10.38% | 9.57%+0.8pp | 9.49%+0.9pp | 9.57%+0.8pp |
| Employer contribution / active EE | $9,169 | $9,429-2.8% | $29,215-68.6% | $9,429-2.8% |
| Participant deferral / active EE | $823 | $408+101.6% | $359+129.1% | $408+101.6% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |