Filed December 29, 2011 (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: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,991,304 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,087,568 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $447,072 |
LEGG MASON2 years Filed as: LEGG MASON INC & SUBS Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $414,713 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 10 · EIN 13-5581829 | Accounting | $329,050 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $68,478 |
Filed as: BRIDGEWAY CAPITAL MANAGEMENT, INC Service code 51 · EIN 76-0409332 | Investment Mgmt Fees | $45,508 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $30,545 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $28,500 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $8,961 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -3.95% | 8.48%-12.4pp | 8.57%-12.5pp | 8.48%-12.4pp |
| Employer contribution / active EE | $1,549 | $9,949-84.4% | $33,010-95.3% | $9,949-84.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $8-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |