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 LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 10 · EIN 53-0181291 | Accounting | $125,095 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $77,621 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $20,195 |
BMO HARRIS BANK NA4+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $17,610 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS ASSET MGT Service code 27 · EIN 47-3503928 | Advisory (Plan) | $13,365 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $8,279 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $6,454 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -3.33% | 7.01%-10.3pp | 12.68%-16.0pp | 0.19%-3.5pp |
| Employer contribution / active EE | $2,298 | $12,638-81.8% | $22,860-89.9% | $13,763-83.3% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |