Filed September 24, 2015
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 |
|---|---|---|
PARTNERS CAPITAL9 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,607,739 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $153,953 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $127,562 |
STATE STREET GLOBAL ADVISORS10+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $96,325 |
KPMG LLP6 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $44,850 |
Filed as: HOLLYPORT IX FEEDER LP Service code 28 | Investment Management | $40,000 |
Service code 28 · EIN 88-4290069 | Investment Management | $28,074 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET GLOBAL Service code 28 · EIN 98-1296664 | Investment Management | $18,616 |
140 SUMMER PARTNERS5 years Service code 28 | Investment Management | $0 |
8VC-FUND II4 years Service code 28 · EIN 82-4266224 | Investment Management | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 8.44% | 10.71%-2.3pp | 9.79%-1.3pp | 10.71%-2.3pp |
| Employer contribution / active EE | $15,485 | $14,986+3.3% | $40,174-61.5% | $14,986+3.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $199-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |