Filed March 27, 2015 (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 |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $172,753 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $140,481 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $121,743 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,167 |
BAHL & GAYNOR4+ years Service code 28 · EIN 31-1297139 | Investment Management | $65,207 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $49,462 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.21% | 7.01%-14.2pp | 12.68%-19.9pp | 0.19%-7.4pp |
| Employer contribution / active EE | $26,410 | $12,638+109.0% | $22,860+15.5% | $13,763+91.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |