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 LLC6 years Filed as: TOWERS WATSON Service code 28 · EIN 98-0352587 | Investment Management | $471,082 |
AON CONSULTING9+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $294,390 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $50,072 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $35,038 |
CLEARWATER ANALYTICS6 years Filed as: CLEARWATER Service code 28 · EIN 42-1658172 | Investment Management | $32,137 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $26,872 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO Service code 21 · EIN 04-6657598 | Bank Trustee | $8,693 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 6.26% | 11.26%-5.0pp | 12.68%-6.4pp | 37.74%-31.5pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,588-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |