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 INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $169,464 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $66,968 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $65,427 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $31,318 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $24,644 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $20,723 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $8,480 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,056 |
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 14.48% | 14.65%-0.2pp | 8.93%+5.6pp | 10.41%+4.1pp |
| Employer contribution / active EE | $59,701 | $18,218+227.7% | $43,470+37.3% | $14,691+306.4% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |