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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 15 · EIN 53-0181291 | Recordkeeping | $2,572,004 |
MERCER11+ years Service code 11 · EIN 13-2834414 | Actuarial | $363,860 |
THE BANK OF NEW YORK MELLON11+ years Service code 18 · EIN 04-6529678 | Custodial (other than securities); Di... | $234,367 |
CERBERUS11+ years Service code 28 · EIN 58-2672907 | Investment Management | $171,440 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $124,947 |
KPMG LLP7 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $102,730 |
GOLDMAN SACHS4 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $72,545 |
NORTHWOOD11+ years Service code 28 · EIN 80-0951268 | Investment Management | $65,161 |
QUANTUM ENERGY11+ years Service code 28 · EIN 46-5446698 | Investment Management | $56,916 |
CINVEN9 years Service code 28 · EIN 98-1289901 | Investment Management | $42,874 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 8.35% | 9.22%-0.9pp | 10.48%-2.1pp | 9.22%-0.9pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $34,979-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $11-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |