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 |
|---|---|---|
Service code 10 · EIN 13-5160382 | Accounting | $536,747 |
Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $470,098 |
Service code 10 · EIN 53-0181291 | Accounting | $325,294 |
Filed as: OEP VI AIV FEEDER Service code 28 510 MADISON AVENUE, FLOOR 19 · NEW YORK, NY 10022 | Investment Management | $315,024 |
ANGELES INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $285,410 |
GOLDMAN SACHS1 year Filed as: GS VINTAGE VII MANAGER LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $255,250 |
JENNER & BLOCK LLP5+ years Filed as: JENNER & BLOCK Service code 29 353 N. CLARK STREET · CHICAGO, IL 606543456 | Legal | $133,474 |
GOLDMAN SACHS2 years Filed as: BROOKFIELD CAPITAL PARTNERS FUND IV Service code 28 250 VESEY STREET · NEW YORK, NC 10281 | Investment Management | $74,892 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $39,919 |
Filed as: VINTAGE VI MGR LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $37,524 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 12.81% | 15.89%-3.1pp | 10.78%+2.0pp | 21.83%-9.0pp |
| Employer contribution / active EE | $20,619 | $10,104+104.1% | $41,857-50.7% | $12,237+68.5% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |