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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $5,476,461 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,504,024 |
NUMERIC INVESTORS LLC1+ years Filed as: NUMERIC INVESTORS (AMPLIFIED CORE) Service code 28 · EIN 04-3068821 | Investment Management | $1,438,758 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $1,240,855 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET USGT ACWI EX FUND Service code 28 · EIN 45-6500555 | Investment Management | $915,518 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-2163872 | Investment Management | $830,225 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN EMERGING MKT EQ II Service code 28 · EIN 04-2929221 | Investment Management | $661,772 |
HEALTHCARE ROYALTY PARTNERS, LP1+ years Service code 28 · EIN 26-1484093 | Investment Management | $659,448 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT (EQUITY) Service code 28 · EIN 04-3063840 | Investment Management | $657,233 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $517,627 |
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.
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 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 | $0 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 1.33% | 3.11%-1.8pp | -0.97%+2.3pp | 3.11%-1.8pp |
| Employer contribution / active EE | $36 | $9,361-99.6% | $22,441-99.8% | $9,361-99.6% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |