Filed February 3, 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 MELLON10+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1687665 | Discretionary Trustee | $159,630 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 233 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $109,460 |
OCTOBER THREE CONSULTING LLC8 years Service code 16 233 S WACKER DRIVE · CHICAGO, IL 60606 | Consulting | $104,489 |
Filed as: CBIZ CPAS P.C. Service code 10 225 W UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $24,500 |
Filed as: MARTIN CURIE GLOBAL EMERGING MARKET Service code 51 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $10,754 |
ALLSPRING1 year Filed as: ALLSPRING MID CAP VALUE Service code 51 525 MARKET STREET, · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $8,584 |
Filed as: BAIRD MID CAP GROWTH Service code 51 777 EAST WISCONSIN AVENUE, · MILWUAKEE, WI 53202 | Investment Mgmt Fees | $7,679 |
Filed as: FULLER & THALER SMALL CAP VALUE Service code 51 411 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $6,758 |
Filed as: PEREGRINE SMALL CAP GROWTH Service code 51 800 LASALLE AVENUE · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $6,714 |
WINSTON & STRAWN LLP8 years Service code 29 35 S WACKER DRIVE · CHICAGO, IL 60601 | Legal | $6,476 |
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 3.95% | 9.45%-5.5pp | 5.17%-1.2pp | 7.65%-3.7pp |
| Employer contribution / active EE | $16,124 | $14,895+8.3% | $26,422-39.0% | $20,599-21.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |