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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $451,564 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,749 |
MERCER1 year Filed as: MERCER INVESTMENT COMPANY Service code 27 · EIN 30-0282430 | Advisory (Plan) | $65,000 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $40,841 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 27 · EIN 22-2189568 | Advisory (Plan) | $35,919 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $25,500 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 20-8080381 | Advisory (Plan) | $21,691 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $13,934 |
ACTION LETTER6+ years Service code 49 · EIN 06-1180707 | Other Services | $11,504 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $7,122 |
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 13.54% | 11.02%+2.5pp | 1087.39%-1073.9pp | 11.45%+2.1pp |
| Employer contribution / active EE | $88,028 | $20,468+330.1% | $42,245+108.4% | $17,219+411.2% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |