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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $336,057 |
Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $190,854 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $48,726 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3361201 | Investment Management | $29,912 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT MGT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $26,502 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $26,475 |
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 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 5.49% | 5.59%-0.1pp | 8.39%-2.9pp | 7.65%-2.2pp |
| Employer contribution / active EE | $12,195 | $10,158+20.1% | $41,487-70.6% | $20,599-40.8% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |