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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $844,515 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 27 · EIN 52-1540171 | Advisory (Plan) | $509,093 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $198,237 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $183,499 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INVESTMENT MGMT N. AMERICA Service code 28 · EIN 77-0555117 | Investment Management | $98,889 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $33,100 |
COWEN & COMPANY LLC3+ years Filed as: COWEN LLC Service code 71 | Brokerage Fees | $0 |
DEUTSCHE BANK SECURITIES INC.3+ years Service code 71 | Brokerage Fees | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS & COMPANY Service code 71 | Brokerage Fees | $0 |
ISI GROUP INC3+ years Filed as: ISI GROUP INC. Service code 71 | Brokerage Fees | $0 |
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.
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 11.67% | 11.16%+0.5pp | 10.36%+1.3pp | 10.41%+1.3pp |
| Employer contribution / active EE | $178,571 | $16,610+975.1% | $37,738+373.2% | $14,691+1115.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |