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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $116,116 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $97,126 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC. Service code 28 · EIN 36-2831881 | Investment Management | $37,246 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 111 E KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $33,093 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $30,419 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $28,530 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS ASSET MGT Service code 28 · EIN 47-3503928 | Investment Management | $14,075 |
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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -0.99% | -2.01%+1.0pp | -0.97%0pp | -0.60%-0.4pp |
| Employer contribution / active EE | $8,605 | $11,144-22.8% | $22,441-61.7% | $12,272-29.9% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |