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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $9,920,549 |
CITIGROUP GLOBAL MARKETS INC3 years Filed as: CITIGROUP Service code 16 · EIN 52-1568099 | Consulting | $4,209,334 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO., Service code 21 · EIN 94-3112180 | Bank Trustee | $2,682,095 |
SELECT EQUITY GROUP, L.P.5+ years Filed as: SELECT EQUITY Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $2,634,400 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $2,209,018 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,852,760 |
THE CARLYLE GROUP4 years Filed as: CARLYLE Service code 28 · EIN 04-3419329 | Investment Management | $1,662,667 |
Filed as: APOLLO ENERGY OPPOR FUND LP Service code 28 2711 CENTERVILLE ROAD · WILMINGTON, DE 19808 | Investment Management | $1,485,923 |
TIGER GLOBAL LONG OPPORTUNITIES LTD3 years Filed as: TIGER PACIFIC CAPITAL L.P. Service code 28 | Investment Management | $1,469,462 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $1,283,641 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 3 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 12.77% | 18.43%-5.7pp | 14.64%-1.9pp | 24.48%-11.7pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |