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.5+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $6,571,520 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,658,386 |
Service code 28 · EIN 04-3073213 | Investment Management | $1,087,500 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $977,001 |
ARROW PENSIONS, LLC4 years Filed as: ARROW STREET ACWI EX-US IMI AEFII Service code 28 · EIN 45-6500555 | Investment Management | $760,131 |
MCDERMOTT WILL & EMERY LLP5+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $577,762 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $551,674 |
TSG8 PARALLEL LP1 year Service code 28 · EIN 98-1453713 | Investment Management | $524,098 |
Filed as: ACADIAN ASSET MGMT HEADQUARTERS Service code 28 · EIN 20-0075649 | Investment Management | $511,427 |
PANAGORA ASSET MANAGEMENT5+ years Filed as: PANAGORA ASSET MANAGEMENT (EQUITY) Service code 28 · EIN 04-3063840 | Investment Management | $489,362 |
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 | $894,319,009-100.0% | $204,001-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 9.54% | 24.48%-14.9pp | -100.31%+109.9pp | 24.48%-14.9pp |
| Employer contribution / active EE | $5 | $9,418-99.9% | $18,686-100.0% | $9,418-99.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,604-100.0% | $2,968,729-100.0% |