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 MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $248,457 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INVESTMENT LCV Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02116 | Investment Management | $10,076 |
Filed as: TCW LCG Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $9,564 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD INTL SELECT Service code 28 30 ROCKERFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $9,256 |
INVESCO3+ years Filed as: AIM INT GRO Service code 28 1555 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $9,125 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE MCV Service code 28 301 S COLLEGE ST · CHARLOTTE, NC 28202 | Investment Management | $7,808 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD MCG Service code 28 4720 PIEDMONT ROW DR · CHARLOTTE, NC 28210 | Investment Management | $7,484 |
FULLER & THALER ASSET MANAGEMENT3+ years Filed as: FULLER & THALER Service code 28 411 BOREL AVE · SAN MATEO, CA 94402 | Investment Management | $6,136 |
FIERA CAPITAL1 year Filed as: FIERA CAP INC - APEX SCG Service code 28 10050 INNOVATION DR · DAYTON, OH 45342 | Investment Management | $5,061 |
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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 16.21% | 13.03%+3.2pp | 10.36%+5.9pp | 23.90%-7.7pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |