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.2+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $18,621,861 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $369,792 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $297,058 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $290,204 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $265,899 |
BLOOMBERG FINANCE LP2+ years Filed as: BLOOMBERG FINANCE, LP Service code 34 · EIN 06-1818168 | Valuation (appraisals, etc.) | $224,567 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $160,107 |
INVESTOR FORCE, INC.2+ years Service code 34 · EIN 23-2979047 | Valuation (appraisals, etc.) | $79,632 |
JACKSON LEWIS P.C.2+ years Filed as: JACKSON LEWIS, LLP Service code 29 · EIN 13-1863997 | Legal | $16,337 |
GIMMIE CREDIT LLC1 year Service code 34 · EIN 20-4033510 | Valuation (appraisals, etc.) | $14,657 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 6.70% | 13.90%-7.2pp | 10.36%-3.7pp | 1057.21%-1050.5pp |
| Employer contribution / active EE | $33,592 | $9,853+240.9% | $37,738-11.0% | $14,374+133.7% |
| Participant deferral / active EE | $22 | $7+200.0% | $137-84.3% | $351-93.9% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |