Filed October 15, 2009 (most recent of 6 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 Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $242,089 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $206,700 |
FRANKLIN TEMPLETON6 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $164,492 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $133,929 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $66,058 |
ACADIAN ASSET MANAGEMENT LLC9 years Service code 28 · EIN 04-2929221 P. O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $54,626 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 2700 POST OAK BLVD, SUITE 1500 · HOUSTON, TX 770565829 | Accounting | $48,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,000 |
BLACKROCK7 years Service code 28 · EIN 30-0587659 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $32,609 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 811 MAIN STREET, SUITE 4400 · HOUSTON, TX 77002 | Accounting | $28,168 |
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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 7.83% | 7.65%+0.2pp | 4.95%+2.9pp | 7.65%+0.2pp |
| Employer contribution / active EE | $42,632 | $20,599+107.0% | $20,917+103.8% | $20,599+107.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |