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 |
|---|---|---|
Filed as: VINTAGE VI MGR LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $547,161 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 10 · EIN 23-1159360 | Accounting | $503,612 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 10 · EIN 95-3571558 | Accounting | $501,878 |
Filed as: RICHARD HYMAN BUILDERS Service code 49 6400 FARMINGTON RD. · WEST BLOOMFIELD, MI 48322 | Other Services | $461,073 |
Filed as: GRANTHAM MAYO VAN OTTERLOO (GMO) Service code 28 · EIN 45-2174907 | Investment Management | $419,762 |
ANGELES INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $271,224 |
GOLDMAN SACHS3+ years Filed as: GS CAPITAL PARTNERS V Service code 28 · EIN 25-1911612 | Investment Management | $194,666 |
HUDSON ADVISORS L.P.1 year Service code 27 · EIN 75-2578511 | Advisory (Plan) | $149,135 |
CHSO PARTNERS II, LLC1 year Service code 28 · EIN 47-4610861 | Investment Management | $59,260 |
L&S MECHANICAL1 year Filed as: MECHANICAL ENGINEERS, INC Service code 49 18300 E 13 MILE ROAD · ROSEVILLE, MI 48066 | Other Services | $57,310 |
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 11.57% | 12.17%-0.6pp | 12.88%-1.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $26,521 | $11,298+134.7% | $40,010-33.7% | $14,688+80.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |