Filed December 2, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $359,526 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $147,373 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $108,162 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $85,239 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $67,743 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $30,303 |
PNC BANK, N.A.5+ years Filed as: PNC ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $6,627 |
THE BERWYN GROUP1 year Filed as: BERWYN GROUP Service code 10 · EIN 34-1672337 | Accounting | $5,670 |
BLACKROCK1 year Filed as: BLACKROCK CORP. Service code 28 · EIN 33-6371938 | Investment Management | $5,353 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 19.04% | 22.40%-3.4pp | 29.77%-10.7pp | 21.83%-2.8pp |
| Employer contribution / active EE | $11,968 | $13,519-11.5% | $33,607-64.4% | $12,237-2.2% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |