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.
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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2+ years Filed as: SLC CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $828,726 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $279,157 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $187,000 |
SHAPIRO CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 20-4196445 | Investment Management | $155,286 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 04-2856200 | Advisory (Plan) | $113,926 |
OGLETREE DEAKINS2+ years Service code 29 · EIN 57-1044820 | Legal | $57,658 |
WISS & COMPANY, LLP2+ years Service code 10 · EIN 22-1732349 | Accounting | $49,500 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $42,840 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -17.73% | -11.26%-6.5pp | -4.80%-12.9pp | 2.77%-20.5pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |