Filed January 23, 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 6-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 |
|---|---|---|
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT INC. Service code 27 · EIN 04-3063840 | Advisory (Plan) | $347,786 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 27 · EIN 25-1442864 | Advisory (Plan) | $206,741 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $130,780 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $86,466 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $85,322 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $77,350 |
DEROY & DEVEREAUX1+ years Service code 27 · EIN 38-2251232 | Advisory (Plan) | $66,588 |
M&T INVESTMENT GROUP1+ years Service code 21 · EIN 16-0538020 | Bank Trustee | $52,700 |
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.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.25% | 4.01%-5.3pp | -2.00%+0.8pp | 1.67%-2.9pp |
| Employer contribution / active EE | $1,832 | $6,352-71.2% | $34,470-94.7% | $10,506-82.6% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |