Filed November 22, 2008
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $153,005 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1225960 | Investment Management | $120,860 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $66,984 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $64,251 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVESTMENT ADVISORS Service code 28 · EIN 84-1284659 | Investment Management | $47,174 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $25,000 |
ADAGE1+ years Service code 28 · EIN 04-3559355 | Investment Management | $20,904 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $20,000 |
WISS & COMPANY, LLP1+ years Filed as: WISS & COMPANY Service code 10 · EIN 22-1732349 | Accounting | $20,000 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.42% | -0.96%+0.5pp | -2.00%+1.6pp | -0.60%+0.2pp |
| Employer contribution / active EE | $7,664 | $6,828+12.2% | $34,470-77.8% | $12,272-37.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |