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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $149,480 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $143,411 |
AQR GROUP OFFSHORE FUND3+ years Service code 28 · EIN 98-1032119 | Investment Management | $117,653 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $103,655 |
NEPC, LLC3+ years Service code 28 · EIN 26-1429809 | Investment Management | $101,265 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $68,868 |
RHUMBLINE ADVISORS3+ years Service code 28 · EIN 04-3118582 | Investment Management | $67,144 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $66,857 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1101934 | Investment Management | $65,744 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $58,147 |
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 14.49% | 14.20%+0.3pp | 11.12%+3.4pp | 23.90%-9.4pp |
| Employer contribution / active EE | $0 | $28,371-100.0% | $22,651-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |