Filed March 9, 2004 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $236,764 |
SEI INVESTMENTS1 year Service code 28 · EIN 23-1707341 | Investment Management | $224,367 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $94,689 |
PIER CAPITAL, LLC4+ years Filed as: PIER CAPITAL Service code 28 · EIN 86-1105603 | Investment Management | $45,858 |
BOSTON PARTNERS4+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 28 · EIN 04-3270358 | Investment Management | $43,834 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $42,655 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $35,959 |
CORTEX2 years Service code 16 · EIN 98-0200685 | Consulting | $25,569 |
HILLSWICK ASSET MANAGEMENT4+ years Filed as: HILLSWICK ASSET MGMT Service code 28 600 SUMMER STREET SUITE 203 · STAMFORD, CT 06901 | Investment Management | $25,546 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $25,333 |
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.
Annual investment return 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 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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.55% | 7.01%-14.6pp | 12.68%-20.2pp | 0.19%-7.7pp |
| Employer contribution / active EE | $8,891 | $12,638-29.7% | $22,860-61.1% | $13,763-35.4% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |