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 |
|---|---|---|
MERCER4+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $422,656 |
HOGAN LOVELLS US LLP1 year Filed as: HOGAN LOVELLS, LLP. Service code 29 · EIN 53-0084704 | Legal | $196,032 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $168,282 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $168,158 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $159,185 |
Filed as: PRUDENTIAL TRUST CO/JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $150,782 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $108,482 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $76,113 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN HIGH INCOME FUND Service code 28 · EIN 36-4196764 | Investment Management | $67,235 |
FIAM LLC2 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $65,332 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -5.69% | -1.27%-4.4pp | -0.67%-5.0pp | 33.37%-39.1pp |
| Employer contribution / active EE | $18,496 | $12,021+53.9% | $31,731-41.7% | $11,253+64.4% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |