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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $184,180 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $83,737 |
FIRST STATE TRUST COMPANY10+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $21,793 |
Filed as: BARINGS LLC Service code 59 · EIN 46-3133952 | Shareholder Servicing | $0 |
THE CARLYLE GROUP2 years Filed as: CARLYLE TACTICLE PRIVATE CREDITFUND Service code 59 P.O.BOX 219895 · KANSAS CITY, MO 641219895 | Shareholder Servicing | $0 |
AB FUNDS1 year Filed as: JP MORGAN LARGE CAP GROWTH Service code 59 270 PARK AVE. · NEW YORK, NY 10017 | 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 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 8.39% | 6.95%+1.4pp | 8.91%-0.5pp | 8.23%+0.2pp |
| Employer contribution / active EE | $19,929 | $9,078+119.5% | $24,376-18.2% | $13,859+43.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |