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.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,167,273 |
SELECT EQUITY GROUP, L.P.5+ years Service code 28 · EIN 46-3465710 | Investment Management | $270,375 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $207,543 |
GARDNER RUSSO1 year Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $174,935 |
SHAPIRO CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 20-4196445 | Investment Management | $160,497 |
AMERICAN REALTY ADVISORS5+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $145,192 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $118,275 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $113,381 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $112,209 |
VULCAN VALUE PARTNERS3 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $109,951 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 4.20% | 12.77%-8.6pp | 90.60%-86.4pp | 12.86%-8.7pp |
| Employer contribution / active EE | $4,348 | $8,963-51.5% | $32,727-86.7% | $13,687-68.2% |
| Participant deferral / active EE | $220 | $448-51.0% | $40+454.8% | $833-73.6% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |