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.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,291,341 |
SELECT EQUITY GROUP, L.P.2+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $298,861 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $245,858 |
GARDNER RUSSO2+ years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $219,243 |
SHAPIRO CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 20-4196445 | Investment Mgmt Fees | $204,487 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $179,630 |
AMERICAN REALTY ADVISORS2+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $132,862 |
AKSIA LLC2+ years Service code 27 · EIN 20-5385739 | Advisory (Plan) | $128,750 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN LLC Service code 28 605 THIRD AVENUE · NEW YORK, NY 101583698 | Investment Management | $119,324 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $85,671 |
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.
Annual investment return 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.08% | 26.60%-17.5pp | 10.16%-1.1pp | 17.84%-8.8pp |
| Employer contribution / active EE | $5,077 | $7,232-29.8% | $33,192-84.7% | $14,688-65.4% |
| Participant deferral / active EE | $239 | $539-55.7% | $66+263.4% | $770-68.9% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |