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 LLC5 years Service code 14 · EIN 53-0181291 | Plan Administrator | $338,015 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $212,429 |
NEPC, LLC1 year Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $138,761 |
ANGELES INVESTMENT ADVISORS, LLC9+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $122,772 |
WINSTON & STRAWN LLP7 years Service code 29 · EIN 36-1975990 | Legal | $82,412 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $69,034 |
EIDE BAILLY LLP8 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $18,427 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-4154361 | Investment Management | $10,345 |
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 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 17.64% | 6.37%+11.3pp | 8.06%+9.6pp | 7.65%+10.0pp |
| Employer contribution / active EE | $21,041 | $48,945-57.0% | $42,627-50.6% | $20,599+2.1% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |