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.3+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $5,391,620 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,143,789 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-2163872 | Investment Management | $1,254,456 |
ARROW PENSIONS, LLC2 years Filed as: ARROW STREET ACWI EX-US IMI AEFII Service code 28 · EIN 45-6500555 | Investment Management | $1,238,090 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $1,107,176 |
PERFORMANCE DIRECT INVEST II, LP3+ years Filed as: PERFORMANCE DIRECT II LP Service code 28 · EIN 20-5608447 | Investment Management | $870,128 |
TSG6 LP3+ years Filed as: TSG6, LP Service code 28 · EIN 45-5510352 | Investment Management | $656,608 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN EMERGING MKT EQ II Service code 28 · EIN 04-2929221 | Investment Management | $641,280 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $608,913 |
EFFEM MASTER FUND II LP3+ years Service code 28 · EIN 45-2703292 | Investment Management | $531,832 |
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 | $14,491,905-100.0% | $107,664-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.0%-10.0pp | 5.3%-5.3pp |
| Annual return | 28.38% | 1057.21%-1028.8pp | 337.46%-309.1pp | 1057.21%-1028.8pp |
| Employer contribution / active EE | $1 | $14,374-100.0% | $20,191-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $30-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,663-100.0% | $81,210-100.0% |