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 |
|---|---|---|
CONSOLIDATED ELECTRICAL DISTRIBUTOR2 years Service code 49 · EIN 77-0559191 | Other Services | $723,080 |
Filed as: GMO Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $592,622 |
GOLDMAN SACHS4 years Filed as: GS VINTAGE VII MANAGER LP Service code 28 200 WEST STREET · NEW YORK, NY 102822198 | Investment Management | $565,985 |
THE BANK OF NEW YORK MELLON4 years Service code 10 · EIN 13-5160382 | Accounting | $546,153 |
ANGELES INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $367,762 |
WILLIS TOWERS WATSON US LLC4 years Service code 10 · EIN 53-0181291 | Accounting | $348,391 |
LACUNA LOFTS1 year Service code 49 2150 S. CANALPORT AVE. · CHICAGO, IL 60608 | Other Services | $324,160 |
OEP VI FEEDER (CAYMAN) LP2 years Filed as: OEP VII LP Service code 28 510 MADISON AVENUE, FLOOR 19 · NEW YORK, NY 10022 | Investment Management | $101,211 |
Filed as: LEVENFELD PEARLSTEIN Service code 29 120 S. RIVERSIDE PLAZA, SUITE 1800 · CHICAGO, IL 60606 | Legal | $90,779 |
OEP VI FEEDER (CAYMAN) LP3 years Service code 28 510 MADISON AVENUE, FLOOR 19 · NEW YORK, NY 10022 | Investment Management | $84,419 |
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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | 0.45% | 23.41%-23.0pp | -8.79%+9.2pp | 23.41%-23.0pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,435-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |