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 LLC5+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $843,793 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 27 · EIN 52-1540171 | Advisory (Plan) | $573,567 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $131,445 |
CABINET, INC.1 year Service code 15 · EIN 47-1679370 | Recordkeeping | $119,611 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $113,874 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INVESTMENT MGMT N. AMERICA Service code 28 · EIN 77-0555117 | Investment Management | $81,698 |
PKF O'CONNOR DAVIES, LLP5+ years Service code 10 · EIN 27-1728945 | Accounting | $35,400 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES, LLC Service code 71 | Brokerage Fees | $1,168 |
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 9.54% | 12.98%-3.4pp | 14.64%-5.1pp | 13.59%-4.1pp |
| Employer contribution / active EE | $2,512 | $16,363-84.6% | $41,831-94.0% | $14,592-82.8% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |