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 LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $394,225 |
VARDE MANAGEMENT, LP2+ years Service code 28 · EIN 20-8368769 | Investment Management | $102,409 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $89,727 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVEST. GROUP (U.S.) INC. Service code 28 · EIN 56-2475915 | Investment Management | $79,327 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $70,000 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $64,610 |
GOLDMAN SACHS1 year Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $62,500 |
PROA PARTNERS PTE LTD2+ years Filed as: PROA PARTNERS PTE. LTD. Service code 28 | Investment Management | $60,602 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $56,367 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $42,793 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.70% | 9.41%-2.7pp | 5.00%+1.7pp | 9.19%-2.5pp |
| Employer contribution / active EE | $9,330 | $8,353+11.7% | $35,918-74.0% | $12,608-26.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |