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 |
|---|---|---|
SIGMANET INC3+ years Service code 49 · EIN 52-1728942 | Other Services | $1,351,436 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $999,067 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $889,497 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL AND FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $724,805 |
FIRST EAGLE3+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $696,758 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN AND COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $621,884 |
Filed as: DRIEHAUS Service code 28 · EIN 20-3634295 | Investment Management | $596,290 |
CATALINA MEDIA DEVELOPMENT3+ years Service code 28 · EIN 46-4057328 | Investment Management | $444,006 |
Filed as: WALTER SCOTT Service code 28 · EIN 76-6192146 | Investment Management | $414,606 |
Filed as: METROPOLIAN WEST ASSET MANAGEMENT Service code 28 · EIN 95-4597302 | Investment Management | $374,052 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.73% | 20.78%-8.0pp | 10.36%+2.4pp | 16.32%-3.6pp |
| Employer contribution / active EE | $14,042 | $15,647-10.3% | $37,738-62.8% | $12,766+10.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |