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.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,009,328 |
SELECT EQUITY GROUP, L.P.1+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $284,358 |
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $232,462 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $208,037 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $177,701 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $170,249 |
SHAPIRO CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 20-4196445 | Investment Mgmt Fees | $146,683 |
AMERICAN REALTY ADVISORS1+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $124,256 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $116,300 |
AKSIA LLC1+ years Service code 27 · EIN 20-5385739 | Advisory (Plan) | $107,500 |
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.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.27% | 9.41%-5.1pp | 5.00%-0.7pp | 9.19%-4.9pp |
| Employer contribution / active EE | $5,214 | $8,353-37.6% | $35,918-85.5% | $12,608-58.6% |
| Participant deferral / active EE | $250 | $340-26.5% | $75+231.9% | $1,615-84.5% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |