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 MELLON1+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $212,048 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA Service code 11 · EIN 23-1159360 | Actuarial | $208,337 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $20,340 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN P.C. Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $13,500 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO WPG MID CAP VALUE Service code 51 909 3RD AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $11,594 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN MCG Service code 51 200 WEST STREET · NEW YORK, NY 10282 | Investment Mgmt Fees | $11,285 |
DREMAN VALUE MANAGEMENT, LLC1+ years Filed as: DREMAN INT'L VALUE Service code 51 777 S FLAGLER DRIVE · WEST PALM BEACH, FL 33401 | Investment Mgmt Fees | $11,118 |
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $9,630 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $9,139 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX SMALL CAP GROWTH Service code 51 150 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Mgmt Fees | $8,648 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.98% | -0.43%-1.5pp | -3.43%+1.4pp | -0.60%-1.4pp |
| Employer contribution / active EE | $17,224 | $10,132+70.0% | $25,607-32.7% | $12,272+40.4% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |