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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $281,737 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $232,022 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $88,698 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $72,469 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $68,169 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 111 E KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $63,143 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MGT Service code 28 · EIN 47-3503928 | Investment Management | $33,513 |
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.78% | -1.23%+0.5pp | -3.43%+2.6pp | 1.67%-2.5pp |
| Employer contribution / active EE | $2,205 | $11,541-80.9% | $25,607-91.4% | $10,506-79.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |