Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 14 · EIN 13-4334400 | Plan Administrator | $5,638,990 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 06-9387141 | Investment Management | $3,241,009 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $1,769,823 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $690,271 |
ASF VII B L.P3+ years Service code 49 | Other Services | $530,751 |
BLUEMOUNTAIN MONTENVERS FUND LP3+ years Service code 28 · EIN 90-0945546 | Investment Management | $320,623 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $297,695 |
HIGHBRIDGE2 years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $293,190 |
NP RAILCAR INVESTMENTS II LLC3+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $278,855 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $243,868 |
See 1 actuary disclosure with Solo.
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.19% | 12.92%+0.3pp | 10.36%+2.8pp | 17.84%-4.6pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |