Filed March 18, 2003
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $303,450 |
Filed as: INDEPENDENT FRANCHISE PARTNERS GLOB Service code 28 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $223,347 |
CAXTON ASSOCIATES LP2+ years Service code 28 · EIN 22-3430173 | Investment Management | $212,113 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INST INTERNATIONAL Service code 28 · EIN 36-2214610 | Investment Management | $203,853 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $183,568 |
KINGSTREET GLOBAL DRAWDOWN FUND2+ years Filed as: KINGSTREET Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $136,365 |
BLACKSTONE2+ years Filed as: GSO CAPITAL PARTNERS Service code 28 · EIN 01-0899018 | Investment Management | $132,095 |
DAVIDSON KEMPNER CAPITAL MGMT LP2+ years Service code 28 · EIN 13-3863161 | Investment Management | $129,859 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $108,426 |
Filed as: GMO GLOBAL ASSET ALLOCATION FUND Service code 25 · EIN 04-3009441 | Directed Trustee | $107,924 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 6.89% | 10.84%-4.0pp | 5.00%+1.9pp | 5.86%+1.0pp |
| Employer contribution / active EE | $1,837 | $5,136-64.2% | $35,918-94.9% | $10,137-81.9% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |