Filed March 17, 2016 (most recent of 33 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 6-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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $517,548 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $165,695 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $148,240 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $148,199 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $141,902 |
ALPHAONE CAPITAL1+ years Service code 28 · EIN 26-1010368 | Investment Management | $78,174 |
Service code 28 · EIN 98-0444411 | Investment Management | $72,932 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $55,981 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $46,215 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $23,339 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.03% | 3.11%-4.1pp | -2.00%+1.0pp | 3.11%-4.1pp |
| Employer contribution / active EE | $5,760 | $9,361-38.5% | $34,470-83.3% | $9,361-38.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |