Filed July 1, 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 |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX Service code 14 · EIN 20-2185976 | Plan Administrator | $2,033,868 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 36-3797034 | Investment Management | $1,994,816 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $1,770,313 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $1,520,196 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,323,700 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $1,217,849 |
PGIM INVESTMENTS1+ years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $1,028,642 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $963,786 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $899,982 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $873,003 |
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 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% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -7.90% | 1.67%-9.6pp | -1.68%-6.2pp | 1.67%-9.6pp |
| Employer contribution / active EE | $149,390 | $10,506+1322.0% | $44,959+232.3% | $10,506+1322.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |