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 |
|---|---|---|
Filed as: WILLIS TOWER WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $385,428 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $335,391 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $257,308 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 | Pension Consulting | $245,586 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $211,771 |
WELLINGTON TRUST COMPANY5 years Service code 16 · EIN 04-2755549 | Consulting | $202,920 |
PGIM INVESTMENTS6 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $198,241 |
JONES DAY1 year Filed as: JONES DAY REAVIS & POUGE Service code 29 · EIN 34-0319085 | Legal | $127,418 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INVESTMENTS LLC Service code 28 · EIN 94-3411725 | Investment Management | $83,457 |
LINDSELL TRAIN LIMITED2 years Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 35-2496423 | Investment Management | $69,391 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -14.62% | 87.23%-101.9pp | -5.16%-9.5pp | 23.41%-38.0pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |