Filed February 25, 2009 (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 LLC2 years Filed as: TOWERS WATSON Service code 28 · EIN 98-0352587 | Investment Management | $485,387 |
AON CONSULTING5+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $303,002 |
CLEARWATER ANALYTICS2 years Filed as: CLEARWATER Service code 28 · EIN 42-1658172 | Investment Management | $112,276 |
BLACKROCK5+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $54,350 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $27,500 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $22,127 |
MORGAN LEWIS5+ years Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $16,835 |
BLACKROCK2 years Service code 28 | Investment Management | $0 |
Filed as: GT LONG CREDIT FUND-WTW GROUP TRUST Service code 28 | Investment Management | $0 |
IR&M2 years Service code 28 | Investment Management | $0 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.75% | 33.70%-13.9pp | 14.64%+5.1pp | 53.27%-33.5pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |