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 CAPITAL1 year Filed as: PARTNERS CAPITAL INV GROUP LLC Service code 26 · EIN 54-4001162 | Advisory (Participants) | $3,181,957 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $393,439 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $339,285 |
ARROWSTREET CAPITAL4 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $57,723 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $514,344-100.0% | $375,279-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 36.7%-36.7pp | - |
| Annual return | 29.06% | 59.12%-30.1pp | 9.78%+19.3pp | - |
| Employer contribution / active EE | $107,698 | $15,022+617.0% | $46,882+129.7% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $72-100.0% | - |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |