Filed July 1, 2011 (most recent of 5 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 14 · EIN 36-2235791 | Plan Administrator | $9,281,077 |
SELECT EQUITY GROUP, L.P.1+ years Filed as: SELECT EQUITY Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $3,474,327 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $3,127,350 |
GOLDMAN SACHS1+ years Filed as: SKYBRIDGE CAPITAL PARTNERS LP Service code 17 527 MADISON AVENUE · NEW YORK, NY 10022 | Pension Consulting | $2,659,086 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP INC. Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $2,462,541 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: HENDERSON GLOB EAFE Service code 28 · EIN 06-1217855 | Investment Management | $2,188,049 |
ZADIG EUROPE EQ1+ years Service code 28 | Investment Management | $1,946,892 |
STEPSTONE GROUP LP1+ years Filed as: STEPSTONE GROUP LLC Service code 17 · EIN 33-1156466 | Pension Consulting | $1,875,000 |
DALTON INVESTMENTS LLC1+ years Filed as: DALTON INVESTMENTS Service code 28 · EIN 95-4736598 | Investment Management | $1,605,819 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,579,416 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 14 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.06% | 3.03%-4.1pp | -0.81%-0.3pp | -0.08%-1.0pp |
| Employer contribution / active EE | $10,280 | $7,443+38.1% | $38,425-73.2% | $7,991+28.6% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |