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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $202,659 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $89,809 |
WELLINGTON TRUST COMPANY3 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $89,497 |
MONTICELLO ASSOCIATES9+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $52,500 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3361201 | Investment Management | $46,441 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $45,413 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $24,200 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $20,130 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $19,279 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 11.47% | 15.11%-3.6pp | 12.78%-1.3pp | 22.81%-11.3pp |
| Employer contribution / active EE | $11,765 | $12,021-2.1% | $44,816-73.7% | $18,290-35.7% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |