Filed April 20, 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $144,699 |
BLACKROCK2+ years Service code 28 55 EAST 52ND STREET, 2ND FLOOR · NEW YORK, NY 10022 | Investment Management | $20,292 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $16,918 |
EATON VANCE2+ years Service code 28 4400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Investment Management | $14,041 |
Filed as: PARAMETRIC Service code 28 1918 EIGHTH AVE · SEATTLE, WA 98101 | Investment Management | $12,103 |
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 1 BEACON ST. · BOSTON, MA 02108 | Investment Management | $8,329 |
THORNBURG2+ years Service code 28 23 NORTH RIDGETOP ROAD · SANTA FE, NM 875068361 | Investment Management | $6,163 |
Service code 28 401 EAST LAS OLAS BOULEVARD · FORT LAUDERDALE, FL 33301 | Investment Management | $3,335 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.75% | 5.09%-3.3pp | 5.00%-3.2pp | 7.18%-5.4pp |
| Employer contribution / active EE | $1,101 | $7,393-85.1% | $35,918-96.9% | $13,095-91.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |