Filed June 6, 2003
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $660,853 |
WILLIS TOWERS WATSON US LLC6 years Service code 10 · EIN 53-0181291 | Accounting | $592,836 |
Filed as: GMO Service code 28 53 STATE STREET, 33RD FLOOR · BOSTON, MA 02109 | Investment Management | $587,060 |
THE BANK OF NEW YORK MELLON6 years Service code 10 · EIN 13-5160382 | Accounting | $543,291 |
ANGELES INVESTMENT ADVISORS, LLC10+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $420,032 |
XTREME XTERIORS1 year Service code 49 1250 W FOXWOOD DR. · RAYMORE, MO 64083 | Other Services | $78,730 |
GOLDERSUN LLC2 years Service code 15 · EIN 86-1625157 | Recordkeeping | $77,400 |
MJ TOON CONSTRUCTION1 year Service code 49 322 MASCOMA STREET · LEBANON, NH 03766 | Other Services | $49,645 |
GOLDMAN SACHS3 years Filed as: BROOKFIELD CAPITAL PARTNERS IV Service code 28 250 VESEY STREET · NEW YORK, NY 10281 | Investment Management | $38,050 |
Filed as: I&P CONSTRUCTION Service code 49 401 W. NORTHWESTERN · NORFOLK, NE 68701 | Other Services | $35,547 |
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.
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 8.46% | 9.30%-0.8pp | 8.57%-0.1pp | 9.30%-0.8pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $33,010-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |