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 CAPITAL2 years Service code 28 · EIN 01-0572419 | Investment Management | $1,159,079 |
STATE STREET GLOBAL ADVISORS3+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $120,830 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 98-1296664 | Investment Management | $120,071 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $116,901 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $113,626 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN Service code 28 · EIN 27-4585908 | Investment Management | $102,685 |
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 20-0348128 | Investment Management | $95,098 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $80,784 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $31,277 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $18,600 |
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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 3.37% | -3.07%+6.4pp | -3.19%+6.6pp | 0.19%+3.2pp |
| Employer contribution / active EE | $19,353 | $12,239+58.1% | $48,658-60.2% | $13,763+40.6% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |