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 MELLON9+ years Filed as: BANK OF AMERICA Service code 24 · EIN 94-1687665 | Discretionary Trustee | $155,363 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 233 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $108,821 |
WINSTON & STRAWN LLP7 years Service code 29 35 W WACKER DRIVE · CHICAGO, IL 60601 | Legal | $26,097 |
Filed as: CBIZ CPAS P.C. Service code 10 225 W UPPER WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $24,152 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN LARGE CAP SUSTAINABLE GROWTH Service code 51 901 SOUTH BOND STREET, · BALTIMORE, MD 21231 | Investment Mgmt Fees | $8,340 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 51 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $7,973 |
Filed as: MFS LCV Service code 51 111 HUNTINGTON AVE, · BOSTON, MA 02199 | Investment Mgmt Fees | $7,130 |
ALLSPRING1 year Filed as: ALLSPRING MID VALUE Service code 51 525 MARKET STREET, · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $6,104 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 9.32% | 7.97%+1.3pp | 7.70%+1.6pp | 37.74%-28.4pp |
| Employer contribution / active EE | $12,655 | $15,841-20.1% | $28,478-55.6% | $15,781-19.8% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |