Filed September 19, 2013 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $133,032 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $58,696 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 16 · EIN 52-1868818 | Consulting | $54,295 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $42,317 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 27 · EIN 22-2189568 | Advisory (Plan) | $29,674 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $24,700 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 20-8080381 | Advisory (Plan) | $22,776 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $13,374 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $12,197 |
ACTION LETTER5+ years Service code 49 · EIN 06-1180707 | Other Services | $6,179 |
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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 20.96% | 13.75%+7.2pp | 8.22%+12.7pp | 53.27%-32.3pp |
| Employer contribution / active EE | $868 | $13,858-93.7% | $46,636-98.1% | $14,774-94.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |