Filed July 23, 2015 (most recent of 2 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 |
|---|---|---|
HARRISON STREET6 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $1,606,725 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 04-3269043 | Investment Management | $1,181,512 |
Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $623,901 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $623,519 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $612,958 |
Filed as: TOWERS WATSON Service code 11 · EIN 13-5654526 | Actuarial | $298,558 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $265,660 |
Service code 28 · EIN 20-0292745 | Investment Management | $227,943 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $221,837 |
CALLAN LLC1 year Service code 17 · EIN 82-2748926 | Pension Consulting | $217,800 |
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.
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 0.27% | 8.48%-8.2pp | 8.06%-7.8pp | 8.48%-8.2pp |
| Employer contribution / active EE | $12,085 | $9,949+21.5% | $42,627-71.6% | $9,949+21.5% |
| Participant deferral / active EE | $2,747 | $734+274.4% | $71+3778.1% | $734+274.4% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |