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 CAPITAL6 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,994,127 |
STATE STREET GLOBAL ADVISORS7+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $142,085 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET GLOBAL Service code 28 · EIN 98-1296664 | Investment Management | $97,996 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $80,514 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $41,028 |
BLACKSTONE3 years Filed as: BLACKSTONE REAL ESTATE PARTNERS EUR Service code 28 · EIN 98-1482128 | Investment Management | $37,500 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $21,000 |
140 SUMMER PARTNERS2 years Service code 28 | Investment Management | $0 |
8VC-FUND II1 year Service code 28 · EIN 82-4266224 | Investment Management | $0 |
8VC-FUND III3 years Service code 28 · EIN 84-4539845 | 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 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -2.39% | 2.77%-5.2pp | -11.06%+8.7pp | 2.77%-5.2pp |
| Employer contribution / active EE | $14,437 | $15,262-5.4% | $55,362-73.9% | $15,262-5.4% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |