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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT CO Service code 14 · EIN 04-2723880 | Plan Administrator | $343,133 |
WILLIS TOWERS WATSON US LLC3 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $205,920 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 81-4312679 | Pension Consulting | $31,100 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 17 · EIN 27-3432186 | Pension Consulting | $28,829 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $20,545 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 17 · EIN 13-3954297 | Pension Consulting | $10,544 |
Filed as: LEGAL & GENERAL Service code 17 · EIN 52-1236150 | Pension Consulting | $6,823 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 12.06% | 8.91%+3.1pp | 7.32%+4.7pp | 11.84%+0.2pp |
| Employer contribution / active EE | $3,370 | $8,713-61.3% | $23,426-85.6% | $17,339-80.6% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |