Filed June 7, 2010 (most recent of 2 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 17 · EIN 53-0181291 | Pension Consulting | $1,151,919 |
PIMCO FUNDS7 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $790,876 |
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $733,214 |
DWS FUNDS1 year Filed as: RREEF-AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $595,404 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $333,001 |
BLACKROCK7 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $266,368 |
Filed as: METLIFE Service code 28 · EIN 13-4075851 | Investment Management | $260,335 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $251,253 |
AON CONSULTING7 years Service code 11 · EIN 36-3109431 | Actuarial | $114,473 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $11,077 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 5.72% | 5.34%+0.4pp | 9.14%-3.4pp | 9.30%-3.6pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,544-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |