Filed April 30, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLP Service code 11 · EIN 16-0468020 | Actuarial | $383,221 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $221,105 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $162,846 |
GREENHILL COGEN1+ years Filed as: GREENHILL COGENT TRANSACTION SVCS Service code 28 · EIN 38-3661703 | Investment Management | $150,000 |
MANATT, PHELPS & PHILIPPS LLC1+ years Filed as: MANATT, PHELPS & PHILLIPS Service code 28 · EIN 95-2375841 | Investment Management | $53,396 |
JEWISH COMMUNITY FEDERATION1+ years Service code 14 · EIN 94-1156533 | Plan Administrator | $35,287 |
GREYCOURT1+ years Service code 28 · EIN 25-1593997 | Investment Management | $34,144 |
GCA LAW PARTNERS LLP1+ years Service code 29 · EIN 77-0221508 | Legal | $26,025 |
ARMANINO LLP1+ years Filed as: ARMANINO MCKENNA LLP Service code 28 · EIN 94-6214841 | Investment Management | $18,399 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $9,135 |
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.
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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | 7.63% | -0.83%+8.5pp | -1.08%+8.7pp | 2.81%+4.8pp |
| Employer contribution / active EE | $338,793 | $22,474+1407.5% | $35,779+846.9% | $16,358+1971.1% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |