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 |
|---|---|---|
MERCER3+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $546,529 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $221,244 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $174,786 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $155,428 |
Filed as: PRUDENTIAL TRUST CO/JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $150,120 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $108,335 |
BLACKSTONE3+ years Filed as: BLACKSTONE PARK AVE NT FUND LP Service code 28 · EIN 13-4032108 | Investment Management | $95,287 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $83,576 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 29 · EIN 13-0429745 | Legal | $55,400 |
MILLIGAN & COMPANY LLC3+ years Service code 10 · EIN 23-3010968 | Accounting | $46,078 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.96% | 13.46%-3.5pp | 9.39%+0.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $18,329 | $16,846+8.8% | $33,466-45.2% | $14,688+24.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |