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 LLC2 years Service code 10 · EIN 53-0181291 | Accounting | $248,654 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $132,126 |
SLC MANAGEMENT2 years Service code 27 · EIN 68-0635051 | Advisory (Plan) | $118,820 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $106,010 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $75,446 |
BMO HARRIS BANK NA6+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $33,174 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $22,118 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISERS LIMITED PARTNERS Service code 28 · EIN 04-3118582 | Investment Management | $6,233 |
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.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.16% | 13.15%-1.0pp | -2.84%+15.0pp | 11.45%+0.7pp |
| Employer contribution / active EE | $11,038 | $23,714-53.5% | $33,329-66.9% | $17,219-35.9% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |