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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSON-MCSANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $2,186,964 |
BAYSIDE CAPITAL, INC.1 year Filed as: BAYSIDE CAPITAL, INC Service code 28 1450 BRICKELL AVENUE, 31ST FLOOR · MIAMI, FL 33131 | Investment Management | $1,902,290 |
IFM INVESTORS PTY LTD4 years Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,900,586 |
HARBOURVEST PARTNERS LP1 year Filed as: HARBOURVEST PARTNERS, LP Service code 19 · EIN 74-3130888 | Securities Custodian | $1,084,148 |
NEWTOWER TRUST COMPANY1 year Filed as: NEWTOWER MEPT Service code 19 · EIN 30-0872552 | Securities Custodian | $1,038,961 |
INVESCO5 years Filed as: INVESCO ADVISERS, INC. Service code 19 · EIN 58-1707262 | Securities Custodian | $1,012,240 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $801,923 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 12-0359999 | Advisory (Plan) | $795,205 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $625,214 |
BPEA PRIVATE EQUITY1 year Service code 19 · EIN 20-0863070 | Securities Custodian | $537,773 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 0.22% | 33.11%-32.9pp | 20.18%-20.0pp | 33.11%-32.9pp |
| Employer contribution / active EE | $19,432 | $9,000+115.9% | $29,108-33.2% | $9,000+115.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |