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 CAPITAL7 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $536,630 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET GLOBAL Service code 28 · EIN 98-1296664 | Investment Management | $194,505 |
STATE STREET GLOBAL ADVISORS8+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $75,297 |
BLACKSTONE4 years Filed as: BLACKSTONE REAL ESTATE PARTNERS EUR Service code 28 · EIN 98-1482128 | Investment Management | $28,125 |
KPMG LLP4 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $24,700 |
WALKERS CORPORATE LIMITED5 years Service code 28 | Investment Management | $20,000 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $19,227 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $14,202 |
Service code 28 · EIN 87-4331490 | Investment Management | $8,408 |
ROARK GROUP2 years Filed as: ROARK Service code 28 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $1,836 |
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 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 4.95% | 37.74%-32.8pp | 12.78%-7.8pp | 37.74%-32.8pp |
| Employer contribution / active EE | $16,347 | $15,781+3.6% | $44,816-63.5% | $15,781+3.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |