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 CAPITAL1 year Service code 27 · EIN 01-0572419 | Advisory (Plan) | $378,909 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $158,512 |
SANDERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 20-0348128 | Investment Management | $147,406 |
STATE STREET GLOBAL ADVISORS2+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $133,842 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON Service code 27 · EIN 04-3638035 | Advisory (Plan) | $130,316 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $127,404 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $82,896 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $81,052 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $37,200 |
BLACKROCK2+ years Service code 28 · EIN 32-0174431 | Investment Management | $16,798 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 11.74% | 14.13%-2.4pp | 8.93%+2.8pp | 23.90%-12.2pp |
| Employer contribution / active EE | $15,072 | $10,974+37.3% | $43,470-65.3% | $16,539-8.9% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |