Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES NHIT CORE PORTFOLIO Service code 51 · EIN 39-6797387 | Investment Mgmt Fees | $44,045 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES LARGE CAP VALUE PORTF Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $41,662 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $39,892 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES SMID TRUST PORTFOLIO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $34,331 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 | Custodial (other than securities); Ot... | $18,038 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK LOANS PORTFOLIO Service code 51 · EIN 82-0542784 | Investment Mgmt Fees | $15,139 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 4.82% | -2.48%+7.3pp | -102.03%+106.9pp | 0.19%+4.6pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,229-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |