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.
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| Provider | Service type | Compensation |
|---|---|---|
ADAGE3+ years Service code 28 · EIN 04-3559355 | Investment Management | $260,073 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $181,181 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 | Investment Management | $149,284 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $72,156 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $72,086 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $50,000 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS Service code 28 · EIN 84-1284659 | Investment Management | $49,342 |
WISS & COMPANY, LLP1 year Service code 10 · EIN 22-1732349 | Accounting | $32,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $26,580 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 15.40% | 12.40%+3.0pp | 10.16%+5.2pp | 23.90%-8.5pp |
| Employer contribution / active EE | $7,143 | $8,748-18.4% | $33,192-78.5% | $16,539-56.8% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |