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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,215,150 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $115,997 |
PROA PARTNERS PTE LTD1 year Service code 28 | Investment Management | $99,616 |
GOLDMAN SACHS2 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $88,703 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $86,500 |
Filed as: MONDRIAN INVSET. GROUP (U.S.) INC. Service code 28 · EIN 56-2475915 | Investment Management | $82,419 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $78,633 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 48-1140940 | Investment Management | $57,264 |
DODGE & COX1 year Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $40,673 |
MERIT ENERGY COMPANY1 year Service code 28 · EIN 75-2280562 | Investment Management | $32,136 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.48% | 26.60%-14.1pp | 10.16%+2.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $11,806 | $7,232+63.2% | $33,192-64.4% | $14,688-19.6% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |