Filed January 30, 2005 (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 10-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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $246,520 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INVESTMENT LCV Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $10,236 |
Filed as: TCW LCG Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $9,652 |
INVESCO2+ years Filed as: AIM INT GRO Service code 28 1555 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $9,363 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD INTL SELECT Service code 28 30 ROCKERFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $9,242 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE MCV Service code 28 301 S COLLEGE ST · CHARLOTTE, NC 28202 | Investment Management | $7,379 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD MCG Service code 28 4720 PIEDMONT ROW DR · CHARLOTTE, NC 28210 | Investment Management | $7,151 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER & THALER Service code 28 411 BOREL AVE · SAN MATEO, CA 94402 | Investment Management | $5,872 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX SCG Service code 28 10050 INNOVATION DR · DAYTON, OH 45342 | Investment Management | $2,519 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.27% | 5.13%+1.1pp | 4.74%+1.5pp | 7.18%-0.9pp |
| Employer contribution / active EE | $5,914 | $14,689-59.7% | $36,089-83.6% | $13,095-54.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |