Filed January 6, 2006 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $517,952 |
CONNING, INC.7+ years Service code 28 · EIN 43-1719355 ONE FINANCIAL PLAZA · HARTFORD, CT 061032627 | Investment Management | $254,765 |
EDGEWOOD MANAGEMENT LLC7+ years Service code 28 · EIN 20-4044179 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $146,280 |
VAN BERKOM & ASSOCIATES7+ years Service code 28 | Investment Management | $106,456 |
VICTORY7+ years Filed as: VICTORY CAPITAL MGMT KEY TRUST CO Service code 21 · EIN 34-6542451 REVENUE ADMINISTRATION · CLEVELAND, OH 44194 | Bank Trustee | $94,434 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $90,938 |
SEAPORT GLOBAL PROPERTY SECURITIES7+ years Service code 28 AEW CAPITAL MGMT INC · BOSTON, MA 02210 | Investment Management | $39,852 |
ACCUPRINT3 years Service code 49 · EIN 14-1750613 2005 WESTERN AVE · ALBANY, NY 12203 | Other Services | $33,473 |
UHY LLP2 years Service code 10 · EIN 20-0694403 4 TOWER PLACE EXECUTIVE PARK · ALBANY, NY 12203 | Accounting | $15,759 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 12.27% | 33.11%-20.8pp | 32.30%-20.0pp | 33.11%-20.8pp |
| Employer contribution / active EE | $95 | $9,000-98.9% | $33,955-99.7% | $9,000-98.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |