Filed May 2, 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 |
|---|---|---|
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,367,465 |
EDGEWOOD MANAGEMENT LLC1+ years Service code 28 · EIN 20-4044179 | Investment Management | $871,683 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $857,289 |
KAHN BROTHERS ADVISORS, LLC1+ years Filed as: KAHN BROTHERS ADVISORS LLC Service code 28 · EIN 20-8928015 | Investment Management | $601,833 |
ARIEL INVESTMENTS, LLC1+ years Service code 28 · EIN 02-0712418 | Investment Management | $422,278 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $360,458 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $332,578 |
LEVIN CAPITAL STRATEGIES, LP1+ years Service code 28 · EIN 87-0753486 | Investment Management | $264,045 |
LMCG INVESTMENTS LLC1+ years Filed as: LMCG INVESTMENTS, LLC Service code 28 · EIN 27-0282607 | Investment Management | $157,081 |
FACTSET1+ years Filed as: FACTSET RESEARCH SYSTEMS INC. Service code 28 · EIN 13-3362547 | Investment Management | $155,731 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -0.66% | 3.03%-3.7pp | -0.81%+0.2pp | -0.08%-0.6pp |
| Employer contribution / active EE | $3,904 | $7,443-47.6% | $38,425-89.8% | $7,991-51.2% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |