Filed July 16, 2013 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $672,519 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $305,123 |
KPMG LLP10+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $157,730 |
GOLDMAN SACHS9 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 51 | Investment Mgmt Fees | $147,085 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $77,208 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN FIXED INCOME LLC Service code 28 · EIN 02-0654486 | Investment Management | $48,176 |
Service code 28 · EIN 82-2252147 | Investment Management | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 2.96% | 5.48%-2.5pp | 9.84%-6.9pp | 9.30%-6.3pp |
| Employer contribution / active EE | $14,706 | $9,127+61.1% | $30,320-51.5% | $12,557+17.1% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |