Filed January 28, 2002 (most recent of 4 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 |
|---|---|---|
ANGELO GORDON2+ years Service code 28 · EIN 51-0434947 | Investment Management | $383,492 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $363,406 |
CERBERUS2+ years Service code 28 · EIN 58-2672907 | Investment Management | $299,227 |
QUANTUM ENERGY2+ years Service code 21 · EIN 46-5446698 | Bank Trustee | $212,099 |
OCM MEZZ III2+ years Filed as: OCM DISTRESSED Service code 28 · EIN 95-4656967 | Investment Management | $180,936 |
PIMCO FUNDS1 year Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $157,275 |
FORTRESS2+ years Service code 28 · EIN 27-0354752 | Investment Management | $143,739 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Custodi... | $136,070 |
NORTHWOOD2+ years Service code 28 · EIN 80-0951268 | Investment Management | $123,383 |
PIMCO FUNDS1 year Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $114,115 |
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 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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 6.16% | 5.96%+0.2pp | 4.07%+2.1pp | 9.19%-3.0pp |
| Employer contribution / active EE | $21,301 | $13,653+56.0% | $36,235-41.2% | $12,608+68.9% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |