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 Filed as: TOWERS WATSON DELAWARE INC. Service code 10 · EIN 53-0181291 | Accounting | $639,405 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $206,095 |
BMO HARRIS BANK NA2+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $109,327 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $56,834 |
ADVISORY RESEARCH2+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $40,949 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS ASSET MGT Service code 27 · EIN 47-3503928 | Advisory (Plan) | $33,644 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $28,126 |
ALLIED PRINTING COMPANY1 year Filed as: ALLIED PRINTING Service code 38 22438 WOODWARD AVE · FERNDALE, MI 48220 | Participant Communication | $6,097 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT INFO Service code 49 · EIN 82-2042737 333 S 7TH ST, SUITE 300 · MINNEAPOLIS, MN 55402 | Other Services | $5,008 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.74% | 6.04%-0.3pp | 5.44%+0.3pp | 9.19%-3.5pp |
| Employer contribution / active EE | $2,956 | $12,925-77.1% | $25,481-88.4% | $12,608-76.6% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |