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 BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $927,489 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $889,497 |
THE SEGAL COMPANY2+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $724,805 |
DRIEHAUS CAPITAL MANAGEMENT LLC2+ years Filed as: DRIEHAUS EMERGING MARKETS GROWTH FU Service code 28 · EIN 20-3634295 | Investment Management | $665,716 |
FIRST EAGLE2+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $640,466 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $638,146 |
CATALINA MEDIA DEVELOPMENT2+ years Service code 50 · EIN 46-4057328 | Direct Payment | $444,006 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL Service code 28 · EIN 04-3270358 | Investment Management | $423,310 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $416,503 |
HEITMAN REAL ESTATE SECURITIES2+ years Service code 28 · EIN 36-4265577 | Investment Management | $328,541 |
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 8.55% | 7.44%+1.1pp | 4.74%+3.8pp | 5.86%+2.7pp |
| Employer contribution / active EE | $14,758 | $12,240+20.6% | $36,089-59.1% | $10,137+45.6% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |