Filed April 26, 2018 (most recent of 6 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 LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $423,439 |
JOHNSON LAMBERT LLP9+ years Service code 10 · EIN 52-1446779 | Accounting | $45,585 |
Filed as: SS&C PRIVATE EQUITY SERVICES, INC Service code 28 · EIN 02-0634697 | Investment Management | $42,723 |
THE TOWNSEND GROUP1 year Service code 28 950 MAIN AVE STE 1600 · CLEVELAND, OH 44113 | Investment Management | $34,474 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $27,917 |
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.
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 9.79% | 8.84%+1.0pp | 12.68%-2.9pp | 9.11%+0.7pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,588-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |