Filed May 15, 2013 (most recent of 6 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 14 · EIN 53-0181291 | Plan Administrator | $397,372 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $278,739 |
NEPC, LLC2 years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $266,071 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $72,300 |
WINSTON & STRAWN LLP8 years Service code 29 · EIN 36-1975990 | Legal | $31,856 |
EIDE BAILLY LLP9 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $26,013 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | 1.95% | 9.14%-7.2pp | 8.40%-6.5pp | 9.14%-7.2pp |
| Employer contribution / active EE | $17,750 | $19,963-11.1% | $39,312-54.8% | $19,963-11.1% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |