Filed November 9, 2005
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 26 · EIN 04-3515240 | Advisory (Participants) | $2,180,346 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,730,472 |
ENCAP INVESTMENTS LP2 years Filed as: ENCAP ENERGY CAPITAL FUND X Service code 28 9651 KATY FREEWAY · HOUSTON, TX 77024 | Investment Management | $1,304,224 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AME Service code 28 · EIN 20-8058531 | Investment Management | $948,997 |
TRIDENT CAPITAL VI, L.P.4 years Service code 28 · EIN 98-1131812 | Investment Management | $545,795 |
GOLDMAN SACHS3 years Filed as: KPS CAPITAL PARTNERS, LP Service code 28 ONE VANDERBILT AVENUE · NEW YORK, NY 10017 | Investment Management | $509,324 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $366,115 |
Service code 28 · EIN 45-3056700 | Investment Management | $303,427 |
FORTRESS4 years Filed as: FORTRESS LENDING ADVISORS II LLC Service code 28 | Investment Management | $222,104 |
Service code 28 · EIN 04-2929221 | Investment Management | $218,135 |
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 2.05% | 8.85%-6.8pp | 9.84%-7.8pp | 8.85%-6.8pp |
| Employer contribution / active EE | $2,429 | $8,529-71.5% | $30,320-92.0% | $8,529-71.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |