Filed March 8, 1995
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $746,762 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Actuarial | $292,775 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 28 P.O. BOX 27169 · NEW YORK, NY 10087 | Investment Management | $140,246 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD, NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $135,078 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS, LLC. Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET, NE · ATLANTA, GA 30309 | Investment Management | $113,925 |
US BANK10+ years Service code 18 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Custodial (other than securities); Cu... | $56,133 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP. Service code 10 · EIN 91-0189318 P.O. BOX 101822 · PASADENA, CA 91189 | Accounting | $21,000 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.46% | 10.71%-7.2pp | 5.19%-1.7pp | 10.71%-7.2pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $38,911-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |