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 BARNEY3+ years Service code 27 · EIN 26-4310632 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $99,629 |
RYAN LABS ASSET MANAGEMENT3+ years Service code 27 · EIN 13-3451974 500 FIFTH AVENUE SUITE 2520 · NEW YORK, NY 10110 | Advisory (Plan) | $55,012 |
Service code 13 1 RIGHTER PKWY 120 · WILMINGTON, DE 19803 | Contract Administrator | $35,071 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER Service code 27 · EIN 27-0684167 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Advisory (Plan) | $9,340 |
LAZARD ASSET MANAGEMENT3+ years Service code 27 · EIN 05-0530199 30 ROCKEFELLER PLAZA 57TH FLOOR · NEW YORK, NY 10112 | Advisory (Plan) | $6,498 |
MDT ADVISORS3+ years Filed as: MDT ADVISERS Service code 27 · EIN 94-3267050 125 HIGH ST 2100 · BOSTON, MA 02110 | Advisory (Plan) | $2,059 |
SWANK CAPITAL & CUSHING ASSET MGMT3+ years Service code 27 · EIN 75-2868777 8117 PRESTON RD · DALLAS, TX 75225 | Advisory (Plan) | $1,959 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 27 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Advisory (Plan) | $1,688 |
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 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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 3.42% | 1.95%+1.5pp | -0.33%+3.8pp | 10.56%-7.1pp |
| Employer contribution / active EE | $20,423 | $13,608+50.1% | $25,782-20.8% | $13,643+49.7% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |