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 |
|---|---|---|
TASLIMI CONSTRUCTION CO, INC1+ years Service code 49 · EIN 95-3970880 | Other Services | $2,875,278 |
SIGMANET INC1+ years Service code 49 · EIN 52-1728942 | Other Services | $1,351,436 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $845,737 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $807,312 |
THE SEGAL COMPANY1+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $710,636 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $627,578 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $587,534 |
INTERIOR OFFICE SOLUTIONS1+ years Service code 49 · EIN 30-0097503 | Other Services | $544,280 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $510,630 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Filed as: DRIEHAUS EMERGING MARKETS GROWTH FU Service code 28 · EIN 20-3634295 | Investment Management | $470,372 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -4.63% | 3.11%-7.7pp | -0.81%-3.8pp | 3.11%-7.7pp |
| Employer contribution / active EE | $13,778 | $9,361+47.2% | $38,425-64.1% | $9,361+47.2% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |