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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 28 · EIN 52-1883918 | Investment Management | $557,323 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $175,014 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $131,967 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $128,475 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $127,011 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $113,965 |
MERCER6+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $112,807 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $92,587 |
BPIF NON-TAXABLE LP3 years Service code 28 · EIN 13-3894689 | Investment Management | $90,909 |
FIAM LLC4 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $72,308 |
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 16.82% | 12.86%+4.0pp | 7.87%+9.0pp | 12.86%+4.0pp |
| Employer contribution / active EE | $23,464 | $13,687+71.4% | $31,768-26.1% | $13,687+71.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |