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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $158,530 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $72,967 |
FIRST STATE TRUST COMPANY9+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $22,192 |
Filed as: BARINGS LLC Service code 59 · EIN 46-3133952 | Shareholder Servicing | $0 |
THE CARLYLE GROUP1 year Filed as: CARLYLE TACTICLE PRIVATE CREDITFUND Service code 59 P.O.BOX 219895 · KANSAS CITY, MO 641219895 | Shareholder Servicing | $0 |
POLEN CAPITAL4 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.
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 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 9.63% | 8.84%+0.8pp | 9.51%+0.1pp | 9.89%-0.3pp |
| Employer contribution / active EE | $18,987 | $10,586+79.4% | $23,377-18.8% | $14,313+32.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |