Filed June 6, 2003
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 10 · EIN 95-3571558 | Accounting | $543,694 |
SPRING HILL REALTY PARTNERS1+ years Service code 28 · EIN 46-3283259 | Investment Management | $434,666 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 10 · EIN 23-1159360 | Accounting | $338,966 |
GOLDMAN SACHS1+ years Filed as: GS CAPITAL PARTNERS V Service code 28 · EIN 25-1911612 | Investment Management | $302,071 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $234,443 |
Filed as: GRANTHAM MAYO VAN OTTERLOO (GMO) Service code 28 · EIN 45-2174907 | Investment Management | $161,718 |
DEBT EXCHANGE INC1+ years Service code 49 · EIN 04-3505105 | Other Services | $124,250 |
JDI FORT LAUDERDALE1+ years Service code 49 853 N ELSTON AVENUE · CHICAGO, IL 60642 | Other Services | $76,250 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CIF II GLOBAL Service code 28 · EIN 04-2755549 | Investment Management | $74,901 |
Filed as: MILLER CANFIELD PADDOCK & STONE Service code 28 · EIN 38-0836500 | Investment Management | $62,662 |
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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | 2.06% | 1.67%+0.4pp | -2.79%+4.9pp | 1.67%+0.4pp |
| Employer contribution / active EE | $23,034 | $10,506+119.2% | $39,327-41.4% | $10,506+119.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |