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 CAPITAL3 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $687,265 |
STATE STREET GLOBAL ADVISORS4+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $113,176 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN Service code 28 · EIN 27-4585908 | Investment Management | $95,075 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $89,072 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $78,241 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 98-1296664 | Investment Management | $41,338 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $21,537 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $19,200 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $6,840 |
PERCEPTIVE1 year Service code 28 C/O PERCEPTIVE ADVISORS, LLC · NEW YORK, NY 10003 | Investment Management | $2,000 |
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.
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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 2.10% | 13.75%-11.7pp | 8.22%-6.1pp | 53.27%-51.2pp |
| Employer contribution / active EE | $14,609 | $13,858+5.4% | $46,636-68.7% | $14,774-1.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |