Filed November 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 13 · EIN 94-1687665 | Contract Administrator | $393,410 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $45,058 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS Service code 28 200 COLUMBINE ST 800 · DENVER, CO 80206 | Investment Management | $7,924 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 301 SOUTH COLLEGE ST · CHARLOTTE, NC 28202 | Investment Management | $7,689 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $7,655 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST 3000 · CHICAGO, IL 60606 | Investment Management | $7,597 |
Service code 28 111 HUNTINGTON AVE · BOSTON, MA 02199 | Investment Management | $7,587 |
Filed as: SCHRODER INVESTMENT MGT Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $6,766 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL CORP Service code 28 375 PARK AVENUE, 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $5,664 |
HILLCREST ASSET MANAGEMENT1 year Service code 28 2805 DALLAS PARKWAY SUITE 250 · PLANO, TX 75093 | Investment Management | $5,634 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.38% | 12.40%-1.0pp | 10.16%+1.2pp | 23.90%-12.5pp |
| Employer contribution / active EE | $1,778 | $8,748-79.7% | $33,192-94.6% | $16,539-89.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |