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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,151,046 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $930,236 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $501,852 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $359,878 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $286,998 |
Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $231,250 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $225,929 |
GENESIS ASSET MANAGERS LLP9+ years Service code 28 · EIN 22-3163872 | Investment Management | $199,497 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $183,553 |
SANDERS CAPITAL, LLC9+ years Service code 28 · EIN 27-0705845 | Investment Management | $145,125 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 48.3%-48.3pp | 2.2%-2.2pp |
| Annual return | 9.03% | 9.11%-0.1pp | 10.59%-1.6pp | 9.11%-0.1pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $43,976-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |