Filed August 20, 2014
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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $424,411 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $347,759 |
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $201,940 |
FINDLEY3 years Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $178,631 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $158,289 |
Service code 28 · EIN 04-3532603 | Investment Management | $152,093 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $150,778 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON LONDON Service code 21 · EIN 22-3321401 | Bank Trustee | $140,131 |
WELLINGTON TRUST COMPANY1 year Service code 16 · EIN 04-2755549 | Consulting | $110,557 |
Service code 28 · EIN 13-3200244 | Investment Management | $92,539 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.12% | 201.32%-205.4pp | 12.68%-16.8pp | 33.37%-37.5pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |