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 MELLON5+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $228,286 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 52-2211537 | Actuarial | $117,659 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $15,750 |
CAMBIAR INVESTORS LLC5+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $12,488 |
FULLER & THALER ASSET MANAGEMENT5+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $10,931 |
PEREGRINE CAPITAL MANAGEMENT2 years Filed as: PEREGRINE SCG Service code 51 800 LASALLE AVENUE - SUITE 1850 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $10,895 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $10,884 |
WINSTON & STRAWN LLP3 years Service code 29 35 W. WACKER DRIVE · CHICAGO, IL 60601 | Legal | $6,819 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.97% | 221.56%-202.6pp | 29.77%-10.8pp | 53.27%-34.3pp |
| Employer contribution / active EE | $12,255 | $12,096+1.3% | $33,607-63.5% | $14,774-17.1% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |