Filed October 11, 1
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 LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 17 · EIN 53-0181291 | Pension Consulting | $351,479 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4169008 | Investment Management | $135,383 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $130,814 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $89,561 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $71,814 |
MONTICELLO ASSOCIATES1+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $60,000 |
ARIEL INVESTMENTS, LLC1+ years Filed as: ARIEL CAPITAL MANAGEMENT LLC Service code 27 · EIN 02-0712418 | Advisory (Plan) | $20,878 |
SCHIFF HARDIN LLP1+ years Service code 29 · EIN 36-3184453 | Legal | $15,690 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $13,063 |
WASHINGTON, PITTMAN & MCKEEVER, LLC1+ years Service code 10 · EIN 36-4189747 | Accounting | $11,700 |
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.
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 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | 0.50% | -1.73%+2.2pp | -1.71%+2.2pp | -0.60%+1.1pp |
| Employer contribution / active EE | $25,311 | $10,238+147.2% | $45,357-44.2% | $12,272+106.3% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |