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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $12,028,409 |
Filed as: CITIGROUP Service code 16 · EIN 52-1568099 | Consulting | $3,802,936 |
LOMBARD SECURITIES INC1 year Filed as: LOMBARD ODIER Service code 28 | Investment Management | $3,494,224 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO., Service code 21 · EIN 94-3112180 | Bank Trustee | $2,502,616 |
GOLDMAN SACHS3+ years Filed as: SKYBRIDGE CAPITAL PARTNERS LP Service code 17 527 MADISON AVENUE · NEW YORK, NY 10022 | Pension Consulting | $2,500,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $2,154,674 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY STREET ASSET MANAGEMENT Service code 28 | Investment Management | $1,948,504 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,636,196 |
WAMCO3+ years Service code 28 1 COURT SQUARE · LIC, NY 11101 | Investment Management | $1,585,998 |
Filed as: TIGER PACIFIC CAPITAL LP Service code 28 · EIN 90-0885967 | Investment Management | $1,511,188 |
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 4 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.
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 7.52% | 13.90%-6.4pp | 10.36%-2.8pp | 1057.21%-1049.7pp |
| Employer contribution / active EE | $5,565 | $9,853-43.5% | $37,738-85.3% | $14,374-61.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |