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 | $492,624 |
WILLIS TOWERS WATSON US LLC2 years Service code 10 · EIN 53-0181291 | Accounting | $357,878 |
THE BANK OF NEW YORK MELLON2 years Service code 10 · EIN 13-5160382 | Accounting | $310,553 |
ANGELES INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $307,613 |
Service code 28 510 MADISON AVENUE, FLOOR 19 · NEW YORK, NY 10022 | Investment Management | $263,067 |
COUNTY BANK1 year Filed as: COUNTY OF SAN MATEO TAX COLLECTOR Service code 49 555 COUNTY CENTER #1 · REDWOOD CITY, CA 94063 | Other Services | $237,988 |
JENNER & BLOCK LLP6+ years Filed as: JENNER & BLOCK Service code 29 353 N. CLARK STREET · CHICAGO, IL 606543456 | Legal | $147,671 |
Service code 28 1435 BRICKELL AVENUE · MIAMI, FL 33131 | Investment Management | $133,988 |
TINICUM LP1 year Service code 28 800 THIRD AVENUE, 40TH FLOOR · NEW YORK, NY 10022 | Investment Management | $127,718 |
BLACKSTONE3 years Filed as: GSO ENERGY SELECT OPPORTUNITIES Service code 28 345 PARK AVENUE, 31ST FLOOR · NEW YORK, NY 10154 | Investment Management | $46,533 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 8.31% | 12.86%-4.6pp | 174.94%-166.6pp | 12.86%-4.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,590-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |