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 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 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: SLC CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $78,636 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $70,488 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 04-2856200 | Advisory (Plan) | $36,258 |
Service code 28 · EIN 20-4196445 | Investment Management | $31,850 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $26,292 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $21,603 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $19,890 |
Service code 29 · EIN 57-0215445 | Legal | $18,536 |
Filed as: WILLIS CORROON CORPORATION OF NY Service code 23 · EIN 13-2695427 | Insurance services; Direct payment fr... | $11,205 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | -93.43% | 7.73%-101.2pp | 36.37%-129.8pp | 9.30%-102.7pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |