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.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $5,238,819 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,749,148 |
NEW MOUNTAIN PARTNERS III, LP2+ years Service code 28 · EIN 26-0471665 | Investment Management | $1,379,083 |
ARROW PENSIONS, LLC1 year Filed as: ARROW STREET ACWI EX-US IMI AEFII Service code 28 · EIN 45-6500555 | Investment Management | $1,012,030 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET USGT ACWI EX FUND Service code 28 · EIN 45-6500555 | Investment Management | $1,012,030 |
TA REALTY1 year Filed as: AG REALTY FUND IX, L.P. Service code 28 · EIN 47-1483532 | Investment Management | $952,000 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-2163872 | Investment Management | $947,756 |
NUMERIC INVESTORS LLC2+ years Filed as: NUMERIC INVESTORS (AMPLIFIED CORE) Service code 28 · EIN 04-3068821 | Investment Management | $932,882 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $564,387 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA ASSET MANAGEMENT (EQUITY) Service code 28 · EIN 04-3063840 | Investment Management | $531,632 |
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 | $40,289-100.0% | $111,575-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 8.4%-8.4pp | 4.2%-4.2pp |
| Annual return | 6.48% | 10.64%-4.2pp | 18.87%-12.4pp | 10.64%-4.2pp |
| Employer contribution / active EE | $1 | $11,561-100.0% | $19,828-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $68-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $262-100.0% | $312-100.0% |