Filed April 12, 2017
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 8-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: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,494,062 |
Service code 11 N.W. 7702, P.O. BOX 1450 · MINNEAPOLIS, MN 554857702 | Actuarial | $760,499 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 18 · EIN 25-0659306 | Account maintenance fees; Custodial (... | $265,258 |
GROOM LAW GROUP8+ years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $52,963 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 11 · EIN 53-0181291 | Actuarial | $45,506 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.44% | 8.48%-7.0pp | 9.14%-7.7pp | 8.48%-7.0pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,544-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |