Filed June 15, 2009 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $510,279 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $387,582 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $335,681 |
Filed as: KENNEDY CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1225960 | Investment Management | $300,385 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $241,883 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $127,285 |
Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 | Direct payment from the plan; Trustee... | $113,824 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $88,788 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 13.42% | 33.11%-19.7pp | 12.68%+0.7pp | 33.11%-19.7pp |
| Employer contribution / active EE | $7,073 | $9,000-21.4% | $41,588-83.0% | $9,000-21.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |