Filed May 4, 2010 (most recent of 3 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 8-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 |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $2,951,969 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $767,953 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $247,880 |
Filed as: ADVENT INTERNATIONAL GPE X-C LIMITE Service code 28 · EIN 98-1635891 | Investment Management | $185,848 |
STGVI-A, L.P2 years Service code 28 · EIN 85-1749593 | Investment Management | $153,365 |
GOLDMAN SACHS2 years Filed as: MILL POINT CAPITAL PARTNERS II-A Service code 28 · EIN 85-3386561 | Investment Management | $121,522 |
Service code 28 · EIN 87-2207464 | Investment Management | $100,641 |
Filed as: UNICORN PARTNERS FUND IV LP Service code 28 · EIN 98-1599754 | Investment Management | $59,904 |
5Y CAPITAL EVOLUTION3 years Service code 28 · EIN 98-1598026 | Investment Management | $59,285 |
ERNST & YOUNG LLP6 years Service code 10 · EIN 34-6565596 | Accounting | $56,300 |
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.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 7.88% | 5.48%+2.4pp | 9.84%-2.0pp | 9.30%-1.4pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $4,907 | $999+391.0% | $66+7325.5% | $2,867+71.2% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |