Filed June 8, 2012 (most recent of 2 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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $632,851 |
OCTOBER THREE CONSULTING LLC5 years Service code 15 233 SOUTH WACKER DRIVE SUITE 8350 · CHICAGO, IL 606067147 | Recordkeeping | $243,417 |
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $106,778 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $71,385 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $38,782 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 110 N UPPER WACKER DR · CHICAGO, IL 60606 | Legal | $2,938 |
MORNEAU SHEPELL4 years Filed as: LIFEWORKS (US) LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $1,950 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.59% | 11.94%-11.3pp | 6.78%-6.2pp | 8.76%-8.2pp |
| Employer contribution / active EE | $14,178 | $15,564-8.9% | $25,154-43.6% | $16,627-14.7% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |