Filed June 13, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC9 years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,126,927 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 50 · EIN 13-2655998 | Direct Payment | $455,259 |
Service code 28 · EIN 58-2124234 | Investment Management | $417,417 |
YALE UNIVERSITY10+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $225,033 |
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $215,478 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $187,366 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $100,137 |
TRIGRAN5 years Filed as: TRIGRAN INVESTMENTS, INC. Service code 28 · EIN 36-3825728 | Investment Management | $41,464 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $36,225 |
K&L GATES7 years Service code 29 · EIN 25-0921018 | Legal | $11,783 |
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 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 14.50% | 9.57%+4.9pp | 6.25%+8.2pp | 9.57%+4.9pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $26,962-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $408-100.0% | $517-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |