Filed July 19, 2010
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 |
|---|---|---|
HARBOURVEST PARTNERS LP8+ years Filed as: HARBOURVEST Service code 27 · EIN 98-0494208 | Advisory (Plan) | $590,707 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $466,357 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 53-0115260 | Directed Trustee | $362,321 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $336,583 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $318,477 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $257,827 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $208,413 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $204,500 |
NEA8+ years Service code 10 · EIN 53-0115260 | Accounting | $200,876 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $107,884 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -11.51% | -13.10%+1.6pp | 0.46%-12.0pp | 2.77%-14.3pp |
| Employer contribution / active EE | $34,704 | $16,278+113.2% | $35,480-2.2% | $15,262+127.4% |
| Participant deferral / active EE | $1,774 | $3,107-42.9% | $231+668.1% | $691+156.6% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |