Filed January 31, 2013 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,263,363 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $809,524 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $639,481 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $421,567 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $311,600 |
BLACKROCK4 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $204,640 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INV SERVICES INC Service code 28 · EIN 52-1868818 | Investment Management | $146,250 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $87,440 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 17 · EIN 43-1270780 | Pension Consulting | $40,000 |
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.
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 | 6.24% | 8.48%-2.2pp | 9.14%-2.9pp | 8.48%-2.2pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,544-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |