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 SACHS4 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $298,846 |
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 · EIN 13-1835864 66 HUDSON BLVD. E. · NEW YORK, NY 100012192 | Actuarial | $171,900 |
Filed as: MORGAN, LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 191786050 | Legal | $27,570 |
US BANK4 years Service code 21 · EIN 31-0841368 7TH AND WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $23,037 |
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 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 2.87% | 7.83%-5.0pp | 8.34%-5.5pp | 13.05%-10.2pp |
| Employer contribution / active EE | $328,048 | $35,005+837.1% | $30,799+965.1% | $37,639+771.6% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |