Filed September 20, 2006
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 |
|---|---|---|
PARTNERS CAPITAL2 years Filed as: PARTNERS CAPITAL INV GROUP LLP Service code 27 · EIN 81-4189609 | Advisory (Plan) | $4,423,904 |
ARROWSTREET CAPITAL8 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $852,311 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $496,213 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Shareholder servicing fees; Sub-trans... | $282,803 |
Filed as: SILCHESTER INTERNATIONAL INV., INC. Service code 28 · EIN 45-3056700 | Investment Management | $262,010 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $60,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 6.36% | 10.71%-4.3pp | 8.40%-2.0pp | 10.71%-4.3pp |
| Employer contribution / active EE | $114,719 | $14,986+665.5% | $39,312+191.8% | $14,986+665.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |