Filed September 28, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 16 · EIN 13-3575636 | Consulting | $1,158,878 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON GROUP Service code 28 · EIN 22-3321040 | Investment Management | $440,200 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $384,666 |
BLACKSTONE2+ years Service code 28 · EIN 13-3702086 | Investment Management | $292,672 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 74-2467619 | Investment Management | $291,765 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $181,252 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 30-0027188 | Investment Management | $159,616 |
DONALD TAYLOR2+ years Filed as: DONALD SMITH Service code 28 · EIN 68-0618235 | Investment Management | $143,497 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $133,058 |
AMERICAN FUNDS2+ years Filed as: JENNISON ASSOCIATES CAPITAL GROUP Service code 28 · EIN 13-2631108 | Investment Management | $132,051 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 0.78% | 19.60%-18.8pp | 11.12%-10.3pp | 17.84%-17.1pp |
| Employer contribution / active EE | $0 | $16,438-100.0% | $22,651-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $46 | $424-89.0% | $198-76.5% | $770-94.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |