Filed May 29, 2015
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,140,032 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,040,000 |
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $855,850 |
THE SEGAL COMPANY10+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $750,000 |
Service code 28 · EIN 95-4597302 | Investment Management | $727,999 |
BOSTON PARTNERS8 years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 04-3270358 | Investment Management | $683,512 |
MCMORGAN & COMPANY LLC8 years Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $571,285 |
Filed as: ONE RIVER DYNAMIC CONVEXITY SP Service code 28 | Investment Management | $403,744 |
EMPLOYEE 10088 years Service code 30 · EIN 95-2216351 | Employee (plan); Direct payment from ... | $353,560 |
Filed as: SYSTEMATIC FINANCIAL GROUP Service code 28 · EIN 22-3367558 | Investment Management | $327,458 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 4.47% | 8.48%-4.0pp | 9.14%-4.7pp | 8.48%-4.0pp |
| Employer contribution / active EE | $20,229 | $9,949+103.3% | $40,544-50.1% | $9,949+103.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |