Filed October 18, 2004
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 |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $18,208,085 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $298,569 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $290,624 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $262,042 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $140,530 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG FINANCE, LP Service code 34 · EIN 06-1818168 | Valuation (appraisals, etc.) | $117,036 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $88,220 |
INVESTOR FORCE, INC.1+ years Service code 34 · EIN 23-2979047 | Valuation (appraisals, etc.) | $69,458 |
PATTERSON,BELKNAP,WEBB & TYLER1+ years Service code 29 · EIN 13-5622951 | Legal | $29,764 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS, LLP Service code 29 · EIN 13-1863997 | Legal | $24,507 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 1.97% | 7.64%-5.7pp | 4.74%-2.8pp | 10.64%-8.7pp |
| Employer contribution / active EE | $12,999 | $7,500+73.3% | $36,089-64.0% | $11,561+12.4% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |