Filed December 23, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 PO BOX 95135 · CHICAGO, IL 606945135 | Recordkeeping | $965,893 |
NUMERIC INVESTORS LLC4+ years Service code 28 · EIN 04-3068821 | Investment Management | $394,438 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $339,405 |
ARROWSTREET CAPITAL4+ years Filed as: ARROWSTREET CAPITAL, LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $270,933 |
GOLDMAN SACHS2 years Filed as: ADAGE CAPITAL PARTNERS, LP Service code 28 · EIN 04-3574590 | Investment Management | $256,899 |
Service code 28 · EIN 20-3377269 | Investment Management | $229,608 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $211,708 |
CITADEL KENSINGTON2 years Filed as: CITADEL GLOBAL EQUITIES FUND LTD Service code 28 · EIN 68-0677644 | Investment Management | $207,279 |
OXAM QUANT FUND4+ years Service code 28 | Investment Management | $193,059 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J P MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $159,167 |
See 1 actuary disclosure with Solo.
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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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -1.14% | -0.93%-0.2pp | -102.03%+100.9pp | -1.95%+0.8pp |
| Employer contribution / active EE | $5,033 | $6,242-19.4% | $36,229-86.1% | $9,243-45.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $48-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |