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.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,004,198 |
SELECT EQUITY GROUP, L.P.7+ years Service code 28 · EIN 46-3465710 | Investment Management | $294,903 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $205,265 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $187,657 |
SHAPIRO CAPITAL MANAGEMENT LLC7+ years Service code 28 · EIN 20-4196445 | Investment Management | $167,454 |
GARDNER RUSSO3 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $130,278 |
KPMG LLP5 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $127,000 |
VULCAN VALUE PARTNERS5 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $99,749 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $85,460 |
AMERICAN REALTY ADVISORS7+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $43,511 |
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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -12.32% | -2.41%-9.9pp | -38.85%+26.5pp | 23.41%-35.7pp |
| Employer contribution / active EE | $5,024 | $7,691-34.7% | $37,752-86.7% | $12,650-60.3% |
| Participant deferral / active EE | $212 | $969-78.1% | $16+1254.4% | $1,474-85.6% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |