Filed March 19, 1993
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 LLC5 years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $210,670 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $160,649 |
NEPC, LLC6+ years Service code 28 · EIN 26-1429809 | Investment Management | $112,604 |
AQR GROUP OFFSHORE FUND6+ years Service code 28 · EIN 98-1032119 | Investment Management | $104,847 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $74,791 |
Service code 28 · EIN 39-1101934 | Investment Management | $69,102 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $68,690 |
FRANKLIN TEMPLETON6+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $62,031 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $59,651 |
Service code 28 · EIN 20-0292745 | Investment Management | $51,100 |
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.
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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 12.04% | 14.11%-2.1pp | 8.35%+3.7pp | 11.45%+0.6pp |
| Employer contribution / active EE | $70,766 | $29,055+143.6% | $27,010+162.0% | $17,219+311.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |