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 LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $614,241 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $119,030 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $101,443 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $82,491 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $58,399 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $27,669 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $20,564 |
Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $20,238 |
Filed as: THORNHILL FINANCIAL LLC Service code 10 · EIN 34-1818419 | Accounting | $16,500 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.05% | 24.77%-14.7pp | -2.84%+12.9pp | 12.86%-2.8pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |