Filed March 17, 2016
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 DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $276,482 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP, LLC Service code 28 · EIN 01-0694771 | Investment Management | $107,320 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $85,893 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $37,300 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-1867445 | Bank Trustee | $35,804 |
Service code 28 · EIN 98-1232635 | Investment Management | $6,277 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.51% | 26.60%-15.1pp | 10.16%+1.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $1,164 | $7,232-83.9% | $33,192-96.5% | $14,688-92.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |