Filed August 23, 2018
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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $444,050 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $423,600 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $213,619 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $157,074 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $146,005 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 74-6290627 | Advisory (Plan) | $143,665 |
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $42,695 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $15,145 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 5.54% | 9.22%-3.7pp | 10.48%-4.9pp | 9.22%-3.7pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $34,979-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $11-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |