Filed March 31, 2003 (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 4-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $74,619 |
RYAN LABS ASSET MANAGEMENT2+ years Service code 27 · EIN 13-3451974 500 FIFTH AVENUE SUITE 2520 · NEW YORK, NY 10110 | Advisory (Plan) | $42,176 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 27 · EIN 27-0684167 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Advisory (Plan) | $10,121 |
LAZARD ASSET MANAGEMENT2+ years Service code 27 · EIN 05-0530199 30 ROCKEFELLER PLAZA 57TH FLOOR · NEW YORK, NY 10112 | Advisory (Plan) | $8,744 |
MDT ADVISORS2+ years Filed as: MDT ADVISERS Service code 27 · EIN 94-3267050 125 HIGH ST 2100 · BOSTON, MA 02110 | Advisory (Plan) | $4,033 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 27 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Advisory (Plan) | $3,392 |
CHILTON CAPITAL MANAGEMENT LLC2+ years Service code 27 · EIN 76-0488937 1177 WEST LOOP S 1310 · HOUSTON, TX 77027 | Advisory (Plan) | $3,367 |
Service code 27 · EIN 75-2868777 8117 PRESTON RD · DALLAS, TX 75225 | Advisory (Plan) | $2,928 |
WINSLOW CAPITAL MANAGEMENT2+ years Service code 27 · EIN 41-1719690 NUVEEN INVESTMENTS · CHICAGO, IL 606804103 | Advisory (Plan) | $499 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 6.03% | 10.61%-4.6pp | 9.35%-3.3pp | 10.41%-4.4pp |
| Employer contribution / active EE | $19,748 | $8,724+126.4% | $25,504-22.6% | $14,691+34.4% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |