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 LLC4 years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $159,478 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $148,377 |
AQR GROUP OFFSHORE FUND5+ years Service code 28 · EIN 98-1032119 | Investment Management | $109,677 |
NEPC, LLC5+ years Service code 28 · EIN 26-1429809 | Investment Management | $101,962 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $64,606 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1101934 | Investment Management | $63,981 |
FRANKLIN TEMPLETON5+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $61,458 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $60,540 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $59,682 |
Filed as: CONDUENT HUMAN RESOURCE SERVICE Service code 11 · EIN 20-2185976 | Actuarial | $56,262 |
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.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 19.73% | 20.56%-0.8pp | 13.45%+6.3pp | 53.27%-33.5pp |
| Employer contribution / active EE | $7,360 | $25,506-71.1% | $26,057-71.8% | $14,774-50.2% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |