Filed February 26, 2009 (most recent of 3 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 LLC8 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $954,370 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $527,461 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $481,758 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $414,036 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $238,941 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $227,208 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $198,110 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $197,210 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $132,758 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $57,827 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -2.91% | 9.30%-12.2pp | 6.74%-9.7pp | 9.30%-12.2pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $43,780-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |