Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $217,904 |
GOTHAM ASSET MANAGEMENT4+ years Service code 28 · EIN 26-3590875 | Investment Management | $91,517 |
VULCAN VALUE PARTNERS4+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $48,404 |
MERRIL LYNCH3 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $47,353 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $15,000 |
BLACKSTONE3 years Filed as: BLACKSTONE GSO SECURED TRUST LTD Service code 28 · EIN 98-0659304 | Investment Management | $6,006 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -4.81% | -1.00%-3.8pp | -3.19%-1.6pp | 10.56%-15.4pp |
| Employer contribution / active EE | $11,475 | $16,990-32.5% | $48,658-76.4% | $13,643-15.9% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |