Filed July 14, 2006 (most recent of 20 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $3,372,977 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $1,195,205 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 16 · EIN 31-1582098 | Consulting | $846,934 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $556,324 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $436,966 |
ARROWSTREET CAPITAL6+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $379,238 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $355,043 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $282,826 |
MANUFACTURERS AND TRADERS1 year Service code 29 · EIN 16-0538020 | Legal | $262,778 |
SIDLEY AUSTIN LLP6+ years Service code 29 · EIN 36-4474078 | Legal | $193,521 |
See 1 actuary disclosure with Solo.
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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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 17.59% | 24.77%-7.2pp | -2.84%+20.4pp | 12.86%+4.7pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |