Filed January 28, 2002 (most recent of 4 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 |
|---|---|---|
STONE ARCH10+ years Service code 28 · EIN 26-1607449 | Investment Management | $1,455,466 |
GOLDMAN SACHS3 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $1,112,692 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $1,004,510 |
QUANTUM ENERGY10+ years Service code 28 · EIN 46-5446698 | Investment Management | $773,962 |
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $707,260 |
NORTHWOOD10+ years Service code 28 · EIN 80-0951268 | Investment Management | $387,745 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 04-6529678 | Trustee (bank, trust company, or simi... | $362,807 |
PINEBRIDGE STRUCTURED10+ years Service code 28 · EIN 45-2603785 | Investment Management | $332,402 |
DUNE RE10+ years Service code 28 · EIN 80-0881180 | Investment Management | $236,424 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $234,592 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -0.13% | 9.30%-9.4pp | 8.58%-8.7pp | 9.30%-9.4pp |
| Employer contribution / active EE | $4,568 | $12,557-63.6% | $33,018-86.2% | $12,557-63.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |