Filed March 13, 2013 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: PWC US TAX LLP Service code 11 · EIN 92-0460586 | Actuarial | $213,900 |
THE CARLYLE GROUP1 year Filed as: CARLYLE STRATEGIC PARTNERS IV LP Service code 28 1001 PENNSYLVANIA AVENUE, N.W. · WASHINGTON, DC 20004 | Investment Management | $106,906 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 799 BROADWAY · NEW YORK, NY 10003 | Investment Management | $103,827 |
Filed as: MORGAN STANLEY Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $75,000 |
SETTER CAPITAL INC1 year Filed as: SETTER CAPITAL INC. Service code 49 | Other Services | $38,529 |
Filed as: MIDWEST INST.TRUST CO Service code 18 10700 RESEARCH DRIVE · WAUWATOSA, WI 53226 | Direct payment from the plan; Custodi... | $24,099 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 49 1627 EYE STREET, NW · WASHINGTON, DC 20006 | Other Services | $15,000 |
Filed as: SIMPSON THACHER & BARTLETT LLP Service code 29 425 LEXINGTON AVE · NEW YORK, NY 10017 | Legal | $6,250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | 2.71% | 9.14%-6.4pp | 8.40%-5.7pp | 9.14%-6.4pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $39,312-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |