Filed April 29, 1994 (most recent of 2 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.
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 | $138,300 |
AQR GROUP OFFSHORE FUND2+ years Service code 28 · EIN 98-1032119 | Investment Management | $122,042 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $105,289 |
Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $103,820 |
NEPC, LLC2+ years Service code 28 · EIN 26-1429809 | Investment Management | $101,866 |
RHUMBLINE ADVISORS2+ years Service code 28 · EIN 04-3118582 | Investment Management | $76,992 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $75,663 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $75,210 |
Service code 28 · EIN 39-1101934 | Investment Management | $44,057 |
Filed as: THE CLIFTON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $38,291 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $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 | 8.43% | 3.15%+5.3pp | 1.15%+7.3pp | 7.18%+1.2pp |
| Employer contribution / active EE | $22 | $18,767-99.9% | $26,339-99.9% | $13,095-99.8% |
| 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% |