Filed November 26, 2001
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 |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC1+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $1,000,973 |
RUANE, CUNNIFF & GOLDFARB INC.1+ years Filed as: RUANE, CUNNIFF & GOLDFARB INC Service code 28 · EIN 13-2628641 | Investment Management | $574,667 |
HEWITT ASSOCIATES LLC1+ years Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $490,824 |
ROYCE1+ years Filed as: ROYCE & ASSOCIATES Service code 27 · EIN 52-2343043 | Advisory (Plan) | $473,719 |
CARDINAL CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1422705 | Investment Management | $417,880 |
DALTON INVESTMENTS LLC1+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $333,312 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $301,546 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY BROWNE COMPANY LLC Service code 28 · EIN 13-3381587 | Investment Management | $172,225 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $155,889 |
AMERICAN FUNDS1+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $85,361 |
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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -4.31% | -0.43%-3.9pp | -3.43%-0.9pp | -0.60%-3.7pp |
| Employer contribution / active EE | $53,459 | $10,132+427.7% | $25,607+108.8% | $12,272+335.6% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |