Filed March 7, 2013
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 10 · EIN 53-0181291 | Accounting | $1,146,416 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $284,221 |
SLC MANAGEMENT4 years Filed as: SUN LIFE CAPITAL MANAGEMENT (U.S.) Service code 27 · EIN 68-0635051 | Advisory (Plan) | $208,178 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $102,725 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. LP Service code 28 · EIN 80-0175963 | Investment Management | $54,155 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISERS LIMITED PARTNERS Service code 28 · EIN 04-3118582 | Investment Management | $6,753 |
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.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.40% | 7.96%-5.6pp | 5.17%-2.8pp | 8.76%-6.4pp |
| Employer contribution / active EE | $2,232 | $15,125-85.2% | $26,422-91.6% | $16,627-86.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |