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 LLC5 years Service code 10 · EIN 53-0181291 | Accounting | $731,934 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $104,839 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $34,550 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. LP Service code 28 · EIN 80-0175963 | Investment Management | $29,963 |
BRANDES INVESTMENT PARTNERS3 years Filed as: BRANDES INVESTMENT PARTNERS, LP. Service code 28 · EIN 33-0704072 | Investment Management | $25,165 |
SLC MANAGEMENT3 years Filed as: SUN LIFE CAPITAL MANAGEMENT(U.S)LLC Service code 27 · EIN 68-0635051 | Advisory (Plan) | $16,236 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $14,041 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 11.37% | 7.97%+3.4pp | 7.70%+3.7pp | 37.74%-26.4pp |
| Employer contribution / active EE | $0 | $15,841-100.0% | $28,478-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |