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 LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,949,072 |
MERCER3+ years Filed as: MERCER INVESTMENT MGMT. Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $2,331,332 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $973,852 |
COPPEROCK2 years Service code 28 | Investment Management | $771,169 |
INVESTEC ASSET MANAGEMENT2 years Filed as: INVESTEC EM MKTS LOCAL CURRENCY Service code 28 · EIN 27-3203031 | Investment Management | $752,409 |
Filed as: BAILLIE GIFFORD ACWI Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $695,275 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MGMT. Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $549,286 |
INVESTEC ASSET MANAGEMENT3+ years Filed as: INVESTEC EMERGING MARKETS Service code 51 · EIN 39-2079691 | Investment Mgmt Fees | $483,906 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 23 · EIN 36-1561860 | Direct payment from the plan; Insuran... | $474,995 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $434,095 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
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 | $14,491,905-100.0% | $350,496-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 31.4%-31.4pp | 5.3%-5.3pp |
| Annual return | 19.35% | 1057.21%-1037.9pp | 12.88%+6.5pp | 1057.21%-1037.9pp |
| Employer contribution / active EE | $19,573 | $14,374+36.2% | $40,010-51.1% | $14,374+36.2% |
| Participant deferral / active EE | $0 | $351-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,226-100.0% | $81,210-100.0% |