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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $3,204,096 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $628,041 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $453,293 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $418,511 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INV SERVICES INC Service code 28 · EIN 52-1868818 | Investment Management | $207,389 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 METRO CENTER · STAMFORD, CT 06902 | Investment Management | $66,951 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
S&P DOW JONES1 year Filed as: S&P DOW JONES INDICES LLC Service code 28 55 WATER STREET · NEW YORK, NY 10041 | Investment Management | $10,457 |
See 1 actuary disclosure with Solo.
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.41% | 20.78%-5.4pp | 10.36%+5.0pp | 16.32%-0.9pp |
| Employer contribution / active EE | $0 | $15,647-100.0% | $37,738-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |