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 5-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 Filed as: TOWERS WATSON DELAWARE INC. Service code 10 · EIN 53-0181291 | Accounting | $82,813 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $30,827 |
BMO HARRIS BANK NA2+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $12,064 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $8,577 |
ADVISORY RESEARCH2+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $6,206 |
Filed as: RYAN LABS ASSET MGT Service code 27 · EIN 47-3503928 | Advisory (Plan) | $5,027 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $4,242 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 5.82% | 0.80%+5.0pp | 5.44%+0.4pp | 4.16%+1.7pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |