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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $258,923 |
Filed as: PARAMETRIC Service code 28 1918 EIGHTH AVE · SEATTLE, WA 98101 | Investment Management | $58,540 |
BLACKROCK1+ years Service code 28 55 EAST 52ND STREET, 2ND FLOOR · NEW YORK, NY 10022 | Investment Management | $36,200 |
EATON VANCE1+ years Service code 28 4400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Investment Management | $26,658 |
THORNBURG1+ years Service code 28 23 NORTH RIDGETOP ROAD · SANTA FE, NM 875068361 | Investment Management | $24,447 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $18,183 |
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST Service code 28 1 BEACON ST. · BOSTON, MA 02108 | Investment Management | $15,340 |
Service code 28 401 EAST LAS OLAS BOULEVARD · FORT LAUDERDALE, FL 33301 | Investment Management | $6,613 |
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.
Annual investment return 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.41% | -0.96%-3.4pp | -2.00%-2.4pp | -0.60%-3.8pp |
| Employer contribution / active EE | $978 | $6,828-85.7% | $34,470-97.2% | $12,272-92.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |