Filed October 18, 2004
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 LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $3,107,116 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $2,368,549 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $1,491,433 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON BANK OF NEW YORK Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $566,144 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT Service code 28 · EIN 57-1156902 | Investment Management | $353,017 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $350,307 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $244,508 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $228,677 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $41,911 |
GIBSON CAPITAL, LLC3+ years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $20,809 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.03% | -4.58%-1.5pp | -2.18%-3.8pp | -1.95%-4.1pp |
| Employer contribution / active EE | $3,977 | $6,699-40.6% | $38,751-89.7% | $9,243-57.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |