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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,221,974 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 18 · EIN 04-2929221 | Investment management; Custodial (oth... | $533,349 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 18 · EIN 04-2755549 | Custodial (other than securities); In... | $475,263 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 18 · EIN 46-3793325 | Investment management; Custodial (oth... | $327,954 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADV TRUST CO. Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $250,517 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 18 · EIN 13-3200244 | Direct payment from the plan; Custodi... | $217,605 |
AON CONSULTING2 years Filed as: AON INVESTMENT USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $200,000 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $158,801 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $139,800 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $106,440 |
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.
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 | $1,469,698-100.0% | $2,278,297-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -15.68% | 7.68%-23.4pp | 111.29%-127.0pp | 7.68%-23.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $46,003-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $62-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $0 | $19,323-100.0% |