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 CAPITAL8 years Service code 27 · EIN 01-0572419 | Advisory (Plan) | $1,163,509 |
STATE STREET GLOBAL ADVISORS9+ years Service code 13 · EIN 04-0025081 | Contract Administrator | $131,742 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $113,725 |
HPT FEEDER VII LP1 year Filed as: HPT FEEDER VIII LP Service code 28 | Investment Management | $99,573 |
Service code 28 | Investment Management | $72,539 |
MSD1 year Filed as: MSD SPECIAL INVESTMENTS FUND II Service code 28 | Investment Management | $50,935 |
KPMG LLP5 years Filed as: KPMG Service code 50 · EIN 13-5565207 | Direct Payment | $26,600 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $25,399 |
RTW FINANCIAL ADVISORS1 year Filed as: RTW INNOVATION OFFSHORE FUND, LTD. Service code 28 40 10TH AVENUE · NEW YORK, NY 10014 | Investment Management | $22,286 |
Service code 28 · EIN 86-2646508 | Investment Management | $18,669 |
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 10.11% | 8.76%+1.3pp | 8.39%+1.7pp | 8.76%+1.3pp |
| Employer contribution / active EE | $15,914 | $16,627-4.3% | $41,487-61.6% | $16,627-4.3% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |