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.4+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $6,387,131 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,181,425 |
ARROW PENSIONS, LLC3 years Filed as: ARROW STREET ACWI EX-US IMI AEFII Service code 28 · EIN 45-6500555 | Investment Management | $1,266,224 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $1,015,858 |
GENESIS ASSET MANAGERS LLP4+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-2163872 | Investment Management | $766,205 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $638,315 |
Filed as: BARINGS CORE PROPERTY FUND LP Service code 28 · EIN 20-5578089 | Investment Management | $624,537 |
MCDERMOTT WILL & EMERY LLP4+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $530,635 |
LONGVIEW PARTNERS2 years Filed as: LONGVIEW PARTNERS (GUERNSEY) LTD Service code 28 | Investment Management | $419,950 |
Service code 28 · EIN 47-4247774 | Investment Management | $366,038 |
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 | $7,764,297-100.0% | $98,614-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.38% | -1.95%+1.6pp | -0.41%0pp | -1.95%+1.6pp |
| Employer contribution / active EE | $9 | $9,243-99.9% | $15,396-99.9% | $9,243-99.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $26-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,970-100.0% | $62,356-100.0% |