Filed March 31, 2009 (most recent of 3 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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $158,750 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $110,613 |
FIRST STATE TRUST COMPANY8+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $22,770 |
Filed as: BARINGS LLC Service code 59 · EIN 46-3133952 | Shareholder Servicing | $0 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 59 · EIN 26-0319356 | Shareholder Servicing | $0 |
Service code 59 · EIN 98-1007715 | Shareholder Servicing | $0 |
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.
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 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -12.30% | -13.84%+1.5pp | -2.63%-9.7pp | -5.25%-7.1pp |
| Employer contribution / active EE | $0 | $9,583-100.0% | $29,884-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |