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 MELLON6+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $225,649 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 52-2211537 | Actuarial | $116,242 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $16,750 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES LARGE CAP GROWTH Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $14,829 |
CAMBIAR INVESTORS LLC6+ years Filed as: CAMBIAR INT'L VAL ADR Service code 51 C/O DST SYSTEMS · KANSAS CITY, MO 64105 | Investment Mgmt Fees | $12,901 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODERS INT'L GROWTH ADR Service code 51 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Mgmt Fees | $11,774 |
WINSTON & STRAWN LLP4 years Service code 29 35 W. WACKER DRIVE · CHICAGO, IL 60601 | Legal | $11,678 |
PEREGRINE CAPITAL MANAGEMENT3 years Filed as: PEREGRINE SCG Service code 51 800 LASALLE AVENUE - SUITE 1850 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $11,355 |
FULLER & THALER ASSET MANAGEMENT6+ years Filed as: FULLER & THALER SMALL CAP VAL Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $10,437 |
BLACKROCK1 year Filed as: BLACKROCK MID CAP GROWTH Service code 51 1 UNIVERSITY · PRINCETON, NJ 08540 | Investment Mgmt Fees | $5,644 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 11.79% | 13.15%-1.4pp | -2.84%+14.6pp | 11.45%+0.3pp |
| Employer contribution / active EE | $2,406 | $23,714-89.9% | $33,329-92.8% | $17,219-86.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |