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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $1,769,591 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $1,635,860 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HUMAN RESOURCE SERVICES Service code 14 · EIN 20-2185976 | Plan Administrator | $1,520,963 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $1,354,520 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 13 · EIN 04-1867445 | Contract Administrator | $1,155,696 |
PGIM INVESTMENTS3+ years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $1,033,510 |
VAUGHAN NELSON INVESTMENT MGMT3+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $991,899 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $969,115 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $893,375 |
GOLDMAN SACHS3+ years Service code 28 · EIN 13-3575636 | Investment Management | $837,967 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 19.77% | 9.56%+10.2pp | 14.41%+5.4pp | 17.84%+1.9pp |
| Employer contribution / active EE | $31,014 | $24,624+26.0% | $45,283-31.5% | $14,688+111.1% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |