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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $505,137 |
Filed as: STRATEGIC INVESTMENT MANAGEMENT Service code 27 · EIN 52-1540171 | Advisory (Plan) | $439,283 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $225,944 |
O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $42,000 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 02-0488491 | Advisory (Plan) | $12,404 |
SEYFARTH SHAW LLP9+ years Service code 29 · EIN 36-2152202 | Legal | $6,383 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 4.23% | 13.43%-9.2pp | 12.68%-8.4pp | 24.42%-20.2pp |
| Employer contribution / active EE | $0 | $48,120-100.0% | $41,588-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,079-100.0% |