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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 13 · EIN 82-1061233 | Contract Administrator | $955,070 |
TRIGRAN1 year Filed as: TRIGRAN INVESTMENTS, INC. Service code 28 · EIN 36-3825728 | Investment Management | $341,839 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $230,457 |
YALE UNIVERSITY6+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $180,258 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 50 · EIN 13-2655998 | Direct Payment | $93,236 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $89,988 |
Service code 28 · EIN 58-2124234 | Investment Management | $85,916 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $59,207 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
See 1 actuary disclosure with Solo.
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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 | $97,450-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 30.21% | 19.39%+10.8pp | 10.56%+19.7pp | 19.39%+10.8pp |
| Employer contribution / active EE | $5,330 | $8,446-36.9% | $28,542-81.3% | $8,446-36.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $484-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,464-100.0% | - |