Filed March 10, 2009 (most recent of 3 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 |
|---|---|---|
SIG1 year Service code 27 · EIN 52-1540171 | Advisory (Plan) | $6,609,419 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,785,301 |
Filed as: PERFORMANCE BUYOUT FUND Service code 28 · EIN 54-2096451 | Investment Management | $1,255,134 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $940,618 |
PANAGORA ASSET MANAGEMENT6+ years Filed as: PANAGORA ASSET MANAGEMENT (EQUITY) Service code 28 · EIN 04-3063840 | Investment Management | $887,121 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS EMERGING MKT EQUITY OPPORTUNITY Service code 28 · EIN 36-3718331 | Investment Management | $835,499 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $756,144 |
Filed as: CONDUENT Service code 15 · EIN 20-2185976 | Recordkeeping | $540,023 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $494,326 |
Filed as: AETNA (ASO FEES) Service code 12 · EIN 60-6033492 | Contract Administrator; Claims proces... | $441,587 |
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.
Employer contribution per participant 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.
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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 17.41% | 13.80%+3.6pp | 10.57%+6.8pp | 13.80%+3.6pp |
| Employer contribution / active EE | $2 | $10,386-100.0% | $18,335-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $5-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |