Filed March 10, 2009 (most recent of 3 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 |
|---|---|---|
SIG5 years Service code 27 · EIN 52-1540171 | Advisory (Plan) | $3,772,489 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $2,071,747 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $1,726,812 |
Filed as: TRUST COMPANY OF WEST Service code 10 · EIN 95-3703295 | Accounting | $1,025,955 |
BOLDHAVEN MANAGEMENT LLP2 years Service code 28 | Investment Management | $974,260 |
TREXQUANT OFFSHORE FUND1 year Service code 15 300 FIRST STAMFORD PLACE · STAMFORD, CT 06902 | Recordkeeping | $814,955 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $762,389 |
LBA REALTY2 years Service code 28 | Investment Management | $533,477 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $450,720 |
Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $384,967 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.35% | 8.48%-7.1pp | 8.91%-7.6pp | 8.48%-7.1pp |
| Employer contribution / active EE | $1 | $9,949-100.0% | $24,376-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $14-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |