Filed March 8, 1991
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 9-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 Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,157,130 |
Service code 50 · EIN 04-3532603 | Direct Payment | $742,017 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $262,669 |
Service code 29 · EIN 04-3638035 | Legal | $202,500 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $171,979 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $170,884 |
WASATCH ADVISORS2+ years Service code 28 · EIN 87-0319391 | Investment Management | $89,707 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 28 · EIN 04-3304255 | Investment Management | $84,982 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC. Service code 28 · EIN 62-0951781 | Investment Management | $70,357 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $63,448 |
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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 85.07% | 17.84%+67.2pp | 9.60%+75.5pp | 17.84%+67.2pp |
| Employer contribution / active EE | $14,537 | $14,688-1.0% | $45,595-68.1% | $14,688-1.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |