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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $452,307 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $102,667 |
NORTHERN TRUST COMPANY2 years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $86,048 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $67,772 |
Service code 28 · EIN 13-3200244 | Investment Management | $61,197 |
Service code 10 · EIN 06-1648707 | Accounting | $36,400 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $19,262 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.63% | 7.96%-4.3pp | 5.17%-1.5pp | 8.76%-5.1pp |
| Employer contribution / active EE | $1,130 | $15,125-92.5% | $26,422-95.7% | $16,627-93.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |