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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $882,401 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $255,459 |
MERCER3 years Filed as: MERCER INVESTMENT COMPANY Service code 27 · EIN 30-0282430 | Advisory (Plan) | $75,000 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,572 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $28,900 |
Service code 38 · EIN 82-2042737 | Participant Communication | $8,346 |
CONVERSION TECHNOLOGIES INTL2 years Service code 49 · EIN 22-3238541 | Other Services | $8,077 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 81-4017137 | Investment management; Investment man... | $6,575 |
ACTION LETTER1 year Filed as: ACTION LETTER, INC. Service code 38 · EIN 06-1180707 | Participant Communication | $5,070 |
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.
Annual investment return 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.
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 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -20.72% | 2.77%-23.5pp | -11.06%-9.7pp | 2.77%-23.5pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $55,362-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |