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 CAPITAL4 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,361,702 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET GLOBAL EQUITY Service code 28 · EIN 98-1296664 | Investment Management | $92,431 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $75,721 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $56,039 |
SYCAMORE3 years Service code 28 9 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $49,614 |
Filed as: CENTER ROCK Service code 28 1600 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Investment Management | $36,663 |
STATE STREET GLOBAL ADVISORS5+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $19,855 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $19,800 |
BLACKSTONE1 year Filed as: BLACKSTONE REAL ESTATE PARTNERS EUR Service code 28 · EIN 98-1482128 | Investment Management | $5,417 |
8VC-FUND II1 year Filed as: 8VC FUND II 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.
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 5.48% | 11.02%-5.5pp | 1087.39%-1081.9pp | 11.45%-6.0pp |
| Employer contribution / active EE | $16,056 | $20,468-21.6% | $42,245-62.0% | $17,219-6.8% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |