Filed December 30, 2004
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 |
|---|---|---|
WILSON-MCSHANE CORPORATION4 years Service code 14 · EIN 41-0956552 | Plan Administrator | $2,307,564 |
HARBOURVEST PARTNERS LP3 years Filed as: HARBOURVEST PARTNERS, LP Service code 19 · EIN 74-3130888 | Securities Custodian | $2,123,363 |
H.I.G. CAPITAL, LLC2 years Service code 28 · EIN 65-0863927 | Investment Management | $1,908,766 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,082,031 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $895,931 |
BPEA PRIVATE EQUITY3 years Service code 19 · EIN 20-0863070 | Securities Custodian | $637,414 |
Filed as: ABERDEEN CAPITAL MANAGEMENT Service code 19 1735 MARKET STREET, 32ND FLOOR · PHILADELPHIA, PA 19103 | Securities Custodian | $603,750 |
IFM INVESTORS PTY LTD6 years Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $596,114 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $578,663 |
THE CARLYLE GROUP3 years Filed as: CARLYLE INVESTMENT SERVICES Service code 19 799 9TH STREET, NW · WASHINGTON, DC 20001 | Securities Custodian | $463,324 |
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.
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.02% | 9.09%-0.1pp | 9.57%-0.6pp | 9.09%-0.1pp |
| Employer contribution / active EE | $22,207 | $9,429+135.5% | $26,706-16.8% | $9,429+135.5% |
| Participant deferral / active EE | $0 | $490-100.0% | $213-100.0% | $490-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |