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) | $1,585,215 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,311,131 |
Filed as: SILCHESTER INTERNATIONAL INVESTORS, Service code 28 · EIN 45-3056700 | Investment Management | $462,568 |
Filed as: AKIN, GUMP, STRAUSS, HAUER, & FELD, Service code 29 ONE BRYANT PARK · NEW YORK, NY 10036 | Legal | $382,201 |
Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $353,333 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $306,164 |
GOLDMAN SACHS1 year Filed as: SOROBAN CAPITAL GP, LLC Service code 28 · EIN 27-3323055 | Investment Management | $281,876 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $224,688 |
GOLDMAN SACHS1 year Filed as: SOROBAN CAPITAL PARTNERS, L.P. Service code 28 · EIN 32-0303386 | Investment Management | $199,662 |
MARATHON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3979511 | Investment Management | $194,748 |
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.
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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.06% | 14.80%+0.3pp | 10.16%+4.9pp | 16.32%-1.3pp |
| Employer contribution / active EE | $7,583 | $5,344+41.9% | $33,192-77.2% | $12,766-40.6% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |