Filed January 1, 2012
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 LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 53-0181291 | Pension Consulting | $311,850 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $271,604 |
CLIFFWATER LLC9 years Service code 17 · EIN 20-1246914 | Pension Consulting | $132,888 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $52,400 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLC Service code 10 · EIN 86-1065772 | Accounting | $26,327 |
WILMERHALE5 years Service code 29 1875 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $12,847 |
MCGUIRE WOODS2 years Service code 29 · EIN 54-0505857 | Legal | $6,358 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.90% | 10.00%-2.1pp | 5.17%+2.7pp | 9.30%-1.4pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $2 | $802-99.8% | $78-97.5% | $2,867-99.9% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |