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 MELLON2+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $217,990 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA Service code 11 · EIN 23-1159360 | Actuarial | $127,918 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $42,597 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN P.C. Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $27,500 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $18,736 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $16,113 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO WPG MID CAP VALUE Service code 51 909 3RD AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $10,679 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SCG Service code 51 200 WEST STREET · NEW YORK, NY 10282 | Investment Mgmt Fees | $10,605 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $9,521 |
RIDGEWORTH2+ years Filed as: SEIX HIGH YIELD BOND MGMT Service code 51 ONE MAYNARD DRIVE · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $5,536 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.32% | 17.94%-13.6pp | 5.44%-1.1pp | 7.18%-2.9pp |
| Employer contribution / active EE | $14,370 | $12,263+17.2% | $25,481-43.6% | $13,095+9.7% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |