Filed January 13, 2015
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $145,173 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $138,447 |
AQR GROUP OFFSHORE FUND2+ years Service code 28 · EIN 98-1032119 | Investment Management | $120,451 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $103,468 |
Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $102,515 |
NEPC, LLC2+ years Service code 28 · EIN 26-1429809 | Investment Management | $100,331 |
RHUMBLINE ADVISORS2+ years Service code 28 · EIN 04-3118582 | Investment Management | $75,685 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $74,365 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $73,986 |
Filed as: CONDUENT HUMAN RESOURCE SERVICE LL Service code 11 · EIN 20-2185976 | Actuarial | $55,212 |
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 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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 7.09% | 3.15%+3.9pp | 1.15%+5.9pp | 7.18%-0.1pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |