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 |
|---|---|---|
MERCER5+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $497,082 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $167,577 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $163,931 |
Filed as: PRUDENTIAL TRUST CO/JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $154,351 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $110,667 |
BPIF NON-TAXABLE LP2 years Service code 28 · EIN 13-3894689 | Investment Management | $105,234 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $88,258 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $71,766 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN HIGH INCOME FUND Service code 28 · EIN 36-4196764 | Investment Management | $67,342 |
FIAM LLC3 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $57,397 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 15.87% | 21.83%-6.0pp | 12.93%+2.9pp | 21.83%-6.0pp |
| Employer contribution / active EE | $20,309 | $12,237+66.0% | $35,210-42.3% | $12,237+66.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |