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 |
|---|---|---|
SIG3 years Service code 27 · EIN 52-1540171 | Advisory (Plan) | $6,732,083 |
Service code 11 · EIN 53-0181291 | Actuarial | $2,726,283 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL MANAGEMENT Service code 28 · EIN 04-3472863 | Investment Management | $942,322 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $805,315 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN EMERGING MARKETS EQ II Service code 28 · EIN 04-2929221 | Investment Management | $666,790 |
GRAHAM PARTNERS IV PARALLEL, LP6 years Service code 51 · EIN 47-4196673 | Investment Mgmt Fees | $594,497 |
TORQ CAPITAL MANAGEMENT (HK) LIMITE1 year Service code 28 · EIN 66-3776890 | Investment Management | $574,994 |
Filed as: UBS Service code 19 · EIN 36-3718331 | Securities Custodian | $432,354 |
JPMCB STRATEGIC PROPERTY FUND8+ years Service code 24 · EIN 13-4994650 | Discretionary Trustee | $382,998 |
UNITED STATES POWER FUND (COMBINED)1 year Service code 28 · EIN 20-8298082 | Investment Management | $326,039 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $75,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -11.78% | -14.80%+3.0pp | -2.63%-9.2pp | -14.80%+3.0pp |
| Employer contribution / active EE | $40 | $8,996-99.6% | $29,884-99.9% | $8,996-99.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $8-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $838-100.0% | - |