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 |
|---|---|---|
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $163,193 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 53-0181291 | Pension Consulting | $126,030 |
CLIFFWATER LLC7 years Service code 17 · EIN 20-1246914 | Pension Consulting | $51,718 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $46,500 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLC Service code 10 · EIN 86-1065772 | Accounting | $9,750 |
WILMERHALE3 years Service code 29 1875 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $9,181 |
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 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -15.88% | -14.80%-1.1pp | -5.16%-10.7pp | -14.80%-1.1pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $31,020-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $56 | $455-87.8% | $101-44.9% | $455-87.8% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |