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 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.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,108,524 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 18 · EIN 04-2755549 | Investment management fees paid direc... | $299,916 |
AON CONSULTING3 years Filed as: AON INVESTMENT USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $295,000 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 18 · EIN 04-2929221 | Investment management fees paid direc... | $249,227 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $213,504 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADV TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (securities); Direct paymen... | $168,643 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $139,800 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 18 · EIN 13-3200244 | Investment management fees paid direc... | $122,009 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $116,249 |
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.
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 | $0 | $2,703,652-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 6.02% | 13.18%-7.2pp | 6.73%-0.7pp | 13.18%-7.2pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $34,949-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $86-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |