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 LLC3 years Filed as: TOWERS WATSON Service code 28 · EIN 98-0352587 | Investment Management | $523,202 |
AON CONSULTING6+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $293,939 |
CLEARWATER ANALYTICS3 years Filed as: CLEARWATER Service code 28 · EIN 42-1658172 | Investment Management | $81,828 |
BLACKROCK6+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $61,852 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $28,650 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $24,290 |
MORGAN LEWIS6+ years Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $22,750 |
BLACKROCK3 years Service code 28 | Investment Management | $0 |
Filed as: CAPSTONE INVESTMENT ADVISORS LLC Service code 28 | Investment Management | $0 |
WILLIS TOWERS WATSON US LLC2 years Filed as: GT LONG CREDIT FUND-WTW GROUP TRUST 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 15.86% | 9.58%+6.3pp | 9.52%+6.3pp | 11.45%+4.4pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |