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.5+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $20,415,795 |
GLOBAL RISK MANAGEMENT3 years Service code 34 · EIN 26-3967537 | Valuation (appraisals, etc.) | $741,361 |
ARIEL INVESTMENTS, LLC3 years Filed as: ARIEL INVESTMENTS Service code 51 · EIN 02-0712418 | Investment Mgmt Fees | $339,446 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $252,791 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Soft dollars ... | $181,100 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $152,292 |
EZE CASTLE SOFTWARE LLC2 years Service code 34 · EIN 06-1169696 | Valuation (appraisals, etc.) | $134,847 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG FINANCE, LP Service code 34 · EIN 06-1818168 | Valuation (appraisals, etc.) | $100,231 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $66,441 |
CREDITSIGHTS, INC.3 years Service code 34 · EIN 13-4137154 | Valuation (appraisals, etc.) | $52,383 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 2.78% | 5230.06%-5227.3pp | 9.52%-6.7pp | 5230.06%-5227.3pp |
| Employer contribution / active EE | $29,412 | $10,491+180.3% | $41,951-29.9% | $10,491+180.3% |
| Participant deferral / active EE | $23 | $460-95.0% | $18+24.9% | $460-95.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |