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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $413,340 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $198,462 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $185,525 |
FIAM LLC6 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4569714 | Investment Management | $179,404 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $170,722 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $121,866 |
Filed as: BARROW, HANLEY, MEWHINNEY INC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $112,117 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $96,691 |
BPIF NON-TAXABLE LP5 years Service code 28 · EIN 13-3894689 | Investment Management | $94,219 |
WASATCH ADVISORS8+ years Service code 28 · EIN 87-0319391 | Investment Management | $59,659 |
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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -21.68% | 23.41%-45.1pp | 0.46%-22.1pp | 23.41%-45.1pp |
| Employer contribution / active EE | $22,060 | $12,650+74.4% | $35,480-37.8% | $12,650+74.4% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |