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 | $471,354 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $85,364 |
SLC MANAGEMENT2 years Service code 27 · EIN 68-0635051 | Advisory (Plan) | $77,512 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $69,262 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $49,131 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $34,059 |
BMO HARRIS BANK NA6+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $21,620 |
ALLIED PRINTING COMPANY5 years Filed as: ALLIED PRINTING Service code 38 · EIN 38-1413441 | Participant Communication | $7,933 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 11.74% | 24.77%-13.0pp | -2.84%+14.6pp | 12.86%-1.1pp |
| Employer contribution / active EE | $6,650 | $13,270-49.9% | $33,329-80.0% | $13,687-51.4% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |