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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $276,723 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $203,970 |
NEPC, LLC7 years Service code 16 · EIN 26-1429809 | Consulting | $111,025 |
JONES DAY4 years Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $92,325 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $88,483 |
WELLINGTON TRUST COMPANY6 years Service code 16 · EIN 04-2755549 | Consulting | $62,571 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $51,902 |
BAILLIE GIFFORD OVERSEAS LTD7 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $18,338 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 20-2159373 | Investment Management | $14,568 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $6,365 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 4.87% | 10.30%-5.4pp | 7.70%-2.8pp | 9.11%-4.2pp |
| Employer contribution / active EE | $23,316 | $9,006+158.9% | $28,478-18.1% | $12,231+90.6% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |