Filed November 3, 2013 (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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Service code 15 1700 FEDERAL DRIVE, STE 100 · ALLEN PARK, MI 48101 | Recordkeeping | $3,175,433 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 12 · EIN 20-2185976 | Participant loan processing; Consulti... | $1,896,716 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 49 · EIN 04-1867445 | Other Services | $413,116 |
FORD MOTOR COMPANY3+ years Service code 14 · EIN 38-0549190 | Plan Administrator | $343,403 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $205,764 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $183,773 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,000 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 12.66% | 9.42%+3.2pp | 16.78%-4.1pp | 1057.21%-1044.6pp |
| Employer contribution / active EE | $0 | $34,966-100.0% | $26,328-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $1,461 | $384+280.2% | $97+1412.3% | $351+316.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |