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 |
|---|---|---|
Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $807,046 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 10 · EIN 23-1159360 | Accounting | $610,156 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 10 · EIN 95-3571558 | Accounting | $386,874 |
ANGELES INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $297,271 |
HUDSON ADVISORS L.P.2 years Service code 27 · EIN 75-2578511 | Advisory (Plan) | $151,193 |
Filed as: VINTAGE VI MGR LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $96,642 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $39,950 |
GOLDMAN SACHS1 year Filed as: GS DISTRESSED OPP IV, L.P. Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $38,587 |
GOLDMAN SACHS1 year Filed as: GS CAPITAL PARTNERS VI PARALLEL, LP Service code 28 · EIN 43-2115554 | Investment Management | $34,390 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD, MULLIN, RICHTER & HAMPTON Service code 17 · EIN 95-1463164 | Pension Consulting | $32,187 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 2.44% | -2.85%+5.3pp | -3.29%+5.7pp | 33.37%-30.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $36,762-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |