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 LLP Service code 27 · EIN 81-4189609 | Advisory (Plan) | $3,230,086 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $470,073 |
ARROWSTREET CAPITAL7 years Service code 26 · EIN 04-3472863 | Advisory (Participants) | $219,993 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $181,444 |
Filed as: SILCHESTER INTERNATIONAL INV., INC. Service code 27 780 THIRD AVE, 42ND FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $120,507 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Shareholder servicing fees; Trustee (... | $13,407 |
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 8.00% | 8.15%-0.2pp | 8.06%-0.1pp | 8.76%-0.8pp |
| Employer contribution / active EE | $171,882 | $60,767+182.9% | $42,627+303.2% | $16,627+933.7% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |