Filed August 20, 2014
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 |
|---|---|---|
USI CONSULTING GROUP3 years Service code 17 · EIN 06-1053228 | Pension Consulting | $506,341 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS TRUST COMPANY, N.A. Service code 28 · EIN 13-3575636 | Investment Management | $401,567 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $236,955 |
JONES DAY5 years Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $213,928 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWER WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $148,293 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $118,381 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $23,777 |
RIVER AND MERCANTILE LLC3 years Filed as: RIVER & MERCANTILE LLC Service code 16 · EIN 04-3513306 | Consulting | $13,813 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $10,464 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.11% | 10.00%-9.9pp | 5.17%-5.1pp | 9.30%-9.2pp |
| Employer contribution / active EE | $59,244 | $10,363+471.7% | $26,422+124.2% | $12,557+371.8% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |