Filed March 22, 2012 (most recent of 3 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,158,895 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $284,562 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 17 · EIN 30-0282430 | Pension Consulting | $180,000 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 18 · EIN 04-2929221 | Investment management; Investment man... | $148,507 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $118,366 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 18 · EIN 13-3200244 | Investment management fees paid direc... | $115,297 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADV TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $96,127 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $42,000 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 18 · EIN 04-2755549 | Custodial (securities); Direct paymen... | $22,157 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 3.55% | 8.85%-5.3pp | 3.48%+0.1pp | 8.85%-5.3pp |
| Employer contribution / active EE | $1,053 | $8,529-87.7% | $31,972-96.7% | $8,529-87.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $83-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |