Filed July 8, 2010 (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 8-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $952,455 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $597,354 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MANAGMENT Service code 28 · EIN 04-2955404 | Investment Management | $577,324 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $523,863 |
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $251,854 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $185,963 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $138,457 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWER WATSON Service code 16 · EIN 26-0676603 | Consulting | $133,138 |
Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $99,293 |
ERNST & YOUNG LLP3 years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $55,079 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 1.17% | 9.30%-8.1pp | 3.48%-2.3pp | 9.30%-8.1pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $31,972-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |