Filed July 12, 2018 (most recent of 4 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 LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $855,917 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $183,573 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $177,604 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $156,691 |
GOLDMAN SACHS1+ years Filed as: MAYO INVESTMENT ADVISORS LLC Service code 28 · EIN 04-3582798 | Investment Management | $155,409 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MGMT N. AMERICA Service code 28 · EIN 77-0555117 | Investment Management | $150,676 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $120,000 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $32,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $18,509 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 71 | Brokerage Fees | $10,005 |
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.
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.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -3.59% | -0.09%-3.5pp | -0.81%-2.8pp | 1.67%-5.3pp |
| Employer contribution / active EE | $1,753 | $11,440-84.7% | $38,425-95.4% | $10,506-83.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |