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 |
|---|---|---|
H.I.G. CAPITAL, LLC1 year Service code 28 · EIN 65-0863927 | Investment Management | $2,319,959 |
WILSON-MCSHANE CORPORATION3 years Service code 14 · EIN 41-0956552 | Plan Administrator | $2,271,514 |
IFM INVESTORS PTY LTD5 years Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,694,649 |
Filed as: JP MORGAN ASSET MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,265,140 |
HARBOURVEST PARTNERS LP2 years Filed as: HARBOURVEST PARTNERS, LP Service code 19 · EIN 74-3130888 | Securities Custodian | $1,144,420 |
NEWTOWER TRUST COMPANY2 years Filed as: NEWTOWER MEPT Service code 19 · EIN 30-0872552 | Securities Custodian | $903,710 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 19 · EIN 58-1707262 | Securities Custodian | $874,029 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $843,425 |
Filed as: ABERDEEN CAPITAL MANAGEMENT Service code 19 1735 MARKET STREET, 32ND FLOOR · PHILADELPHIA, PA 19103 | Securities Custodian | $594,946 |
Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 19 · EIN 84-3937993 | Securities Custodian | $544,625 |
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.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.69% | 8.48%+3.2pp | 8.09%+3.6pp | 8.48%+3.2pp |
| Employer contribution / active EE | $21,890 | $9,949+120.0% | $28,732-23.8% | $9,949+120.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |