Filed January 10, 2013
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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $242,932 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $205,400 |
US BANK3 years Service code 21 · EIN 31-0841368 7TH AND WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $22,477 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 1 S WACKER · CHICAGO, IL 60606 | Accounting | $17,500 |
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 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 10.36% | 9.19%+1.2pp | 9.36%+1.0pp | 24.42%-14.1pp |
| Employer contribution / active EE | $69,458 | $35,866+93.7% | $31,270+122.1% | $41,338+68.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |