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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 10 · EIN 23-1159360 | Accounting | $554,532 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 10 · EIN 95-3571558 | Accounting | $492,802 |
Filed as: GRANTHAM MAYO VAN OTTERLOO (GMO) Service code 28 · EIN 45-2174907 | Investment Management | $391,411 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $248,930 |
Filed as: MILLER CANFIELD PADDOCK & STONE Service code 29 · EIN 38-0836500 | Legal | $84,535 |
HOLLAND & KNIGHT2+ years Service code 29 · EIN 59-0663819 | Legal | $66,515 |
GOLDMAN SACHS2+ years Filed as: CHARLESBANK EQUITY FUND Service code 28 200 CLARENDON ST · BOSTON, MA 02116 | Investment Management | $58,698 |
BAKER TILLY US, LLP2+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $53,146 |
DICKINSON WRIGHT PLLC2+ years Service code 29 · EIN 38-1364333 | Legal | $51,894 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CIF II GLOBAL Service code 28 · EIN 04-2755549 | Investment Management | $50,595 |
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 6.60% | 5.96%+0.6pp | 4.07%+2.5pp | 9.19%-2.6pp |
| Employer contribution / active EE | $11,952 | $13,653-12.5% | $36,235-67.0% | $12,608-5.2% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |