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 | $399,094 |
GOLDMAN SACHS3 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $302,577 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $275,728 |
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $251,559 |
QUANTUM ENERGY10+ years Service code 28 · EIN 46-5446698 | Investment Management | $209,591 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 04-6529678 | Trustee (bank, trust company, or simi... | $108,529 |
NORTHWOOD10+ years Service code 28 · EIN 80-0951268 | Investment Management | $102,436 |
PINEBRIDGE STRUCTURED10+ years Service code 28 · EIN 45-2603785 | Investment Management | $90,700 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $83,440 |
DUNE RE10+ years Service code 28 · EIN 80-0881180 | Investment Management | $62,421 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 44.0%-44.0pp |
| Annual return | 0.44% | 8.39%-8.0pp | 8.57%-8.1pp | 13.05%-12.6pp |
| Employer contribution / active EE | $0 | $36,665-100.0% | $33,010-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |