Filed August 14, 2008 (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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $971,535 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $259,916 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $189,086 |
SHAPIRO CAPITAL MANAGEMENT LLC10+ years Service code 28 · EIN 20-4196445 | Investment Management | $164,654 |
MAREN CAPITAL LLC1 year Service code 28 · EIN 88-1082262 | Investment Management | $143,512 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $140,134 |
KPMG LLP8 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $73,500 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $56,946 |
Filed as: DAVID POLK & WARDWELL LLP Service code 29 · EIN 13-5023295 | Legal | $48,603 |
BURGISS GROUP LLC3 years Filed as: MSCI INC. (FORMERLY THE BURGISS GRO Service code 15 · EIN 13-4038723 | Recordkeeping | $45,203 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 7.29% | 9.22%-1.9pp | 8.80%-1.5pp | 9.22%-1.9pp |
| Employer contribution / active EE | $5,253 | $13,567-61.3% | $29,429-82.1% | $13,567-61.3% |
| Participant deferral / active EE | $224 | $575-61.0% | $58+286.5% | $575-61.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |