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 LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $675,604 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $179,982 |
GOLDMAN SACHS3 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $91,569 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $81,101 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $51,911 |
MITCHELL & TITUS, LLP1 year Filed as: SW MITCHELL CAPITAL Service code 28 | Investment Management | $51,861 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $50,225 |
GOLDMAN SACHS4+ years Filed as: SAILINGSTONE CAPITAL PARTNERS LLC Service code 28 · EIN 46-4114066 | Investment Management | $49,765 |
DODGE & COX2 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $49,178 |
NALANDA CAPITAL PTE LTD2 years Service code 28 | Investment Management | $32,343 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.84% | 9.64%-14.5pp | -102.03%+97.2pp | 33.37%-38.2pp |
| Employer contribution / active EE | $8,873 | $8,034+10.4% | $36,229-75.5% | $11,253-21.1% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |