Filed September 11, 2012 (most recent of 4 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 Service code 11 · EIN 53-0181291 | Actuarial | $1,096,653 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $399,933 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $192,737 |
BLACKROCK5 years Service code 28 · EIN 30-0587659 | Investment Management | $63,248 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 | Accounting | $28,970 |
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 | 1.52% | 10.00%-8.5pp | 5.17%-3.6pp | 9.30%-7.8pp |
| Employer contribution / active EE | $3,245 | $10,363-68.7% | $26,422-87.7% | $12,557-74.2% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |