Filed April 8, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $117,817 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $89,276 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $76,054 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $47,190 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $21,787 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $17,969 |
JL CAPITAL MANAGEMENT1+ years Service code 16 · EIN 27-1103783 | Consulting | $17,307 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $13,979 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $9,068 |
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 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -2.18% | -2.25%+0.1pp | -1.71%-0.5pp | -7.14%+5.0pp |
| Employer contribution / active EE | $54,795 | $9,687+465.7% | $45,357+20.8% | $14,613+275.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |