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.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,206,792 |
SELECT EQUITY GROUP, L.P.4+ years Service code 28 · EIN 46-3465710 | Investment Management | $296,624 |
SHAPIRO CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 20-4196445 | Investment Management | $209,100 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $208,110 |
GARDNER RUSSO4+ years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $203,046 |
AMERICAN REALTY ADVISORS4+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $137,529 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $129,148 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $126,770 |
VULCAN VALUE PARTNERS2 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $125,793 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $113,275 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | -4.14% | 34.64%-38.8pp | 20.73%-24.9pp | 21.83%-26.0pp |
| Employer contribution / active EE | $7,818 | $7,654+2.1% | $36,500-78.6% | $12,237-36.1% |
| Participant deferral / active EE | $246 | $693-64.5% | $77+217.8% | $987-75.1% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |