Filed October 7, 2011 (most recent of 2 filings on file)
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 9-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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $340,461 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $67,842 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 16 · EIN 04-2659023 | Consulting | $55,000 |
NOVAK FRANCELLA LLC1+ years Filed as: LONGFELLOW INVESTMENT MGMT CO, LLC Service code 28 · EIN 04-2933956 | Investment Management | $37,249 |
THE LONDON COMPANY1+ years Filed as: THE LONDON COMPANY OF VIRGINIA LLC Service code 28 · EIN 90-0824693 | Investment Management | $32,744 |
STEPSTONE GROUP LP1+ years Filed as: STEPSTONE GROUP LLC Service code 16 · EIN 33-1156466 | Consulting | $15,000 |
COMPENSATION & BENEFIT SOLUTIONS1+ years Filed as: COMPENSATION&BENEFIT SOLUTIONS LLC Service code 16 · EIN 26-0586523 | Consulting | $13,751 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $12,224 |
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.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | -0.34% | 9.41%-9.8pp | 5.00%-5.3pp | 9.19%-9.5pp |
| Employer contribution / active EE | $6,062 | $8,353-27.4% | $35,918-83.1% | $12,608-51.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |