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: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $8,533,427 |
CITIGROUP GLOBAL MARKETS INC4 years Filed as: CITIGROUP Service code 16 · EIN 52-1568099 | Consulting | $4,558,128 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO., Service code 21 · EIN 94-3112180 | Bank Trustee | $3,259,683 |
SELECT EQUITY GROUP, L.P.6+ years Filed as: SELECT EQUITY Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $2,524,611 |
THE CARLYLE GROUP5 years Filed as: CARLYLE Service code 28 · EIN 04-3419329 | Investment Management | $2,317,548 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $2,206,450 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,087,834 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $1,335,988 |
PENTWATER1 year Filed as: PENTWATER CAPITAL Service code 28 | Investment Management | $1,307,330 |
WAMCO6+ years Service code 28 1 COURT SQUARE · LIC, NY 11101 | Investment Management | $1,275,993 |
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 8 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.
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 11.62% | 17.85%-6.2pp | 9.52%+2.1pp | 13.80%-2.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |