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 MELLON8+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1688766 | Discretionary Trustee | $178,229 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 233 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $143,423 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STAWN LLP Service code 29 35 W. WACKER DRIVE · CHICAGO, IL 60601 | Legal | $54,737 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 225 W. UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $19,000 |
Filed as: ARISTOTLE VALUE EQUITY Service code 51 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $12,671 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN LARGE CAP SUSTAINABLE GROWTH Service code 51 901 SOUTH BOND STREET, · BALTIMORE, MD 21231 | Investment Mgmt Fees | $12,660 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 51 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $9,817 |
BLACKROCK3 years Filed as: BLACKROCK MID CAP GROWTH Service code 51 1 UNIVERSITY · PRINCETON, NJ 08540 | Investment Mgmt Fees | $8,075 |
RIVER AND MERCANTILE LLC1 year Service code 51 130 TURNER STREET · WALTHAM, MA 02453 | Investment Mgmt Fees | $7,500 |
Filed as: FULLER & THALER SCV Service code 51 11 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Mgmt Fees | $5,996 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -20.61% | 1.88%-22.5pp | -5.16%-15.5pp | 2.77%-23.4pp |
| Employer contribution / active EE | $467 | $8,732-94.6% | $31,020-98.5% | $15,262-96.9% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |