Filed October 22, 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 |
|---|---|---|
MERCER1+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $1,128,648 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $219,340 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $197,787 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $168,738 |
Filed as: PRUDENTIAL TRUST CO/JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $166,541 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 26-0356040 | Investment Management | $154,902 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $132,544 |
BLACKSTONE1+ years Filed as: BLACKSTONE PARK AVE NT FUND LP Service code 28 · EIN 13-4032108 | Investment Management | $107,139 |
Service code 28 · EIN 26-3835870 | Investment Management | $101,983 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $53,489 |
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.
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -3.06% | 1.67%-4.7pp | -1.08%-2.0pp | 1.67%-4.7pp |
| Employer contribution / active EE | $13,445 | $10,506+28.0% | $35,779-62.4% | $10,506+28.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |