Filed December 16, 2016 (most recent of 4 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 LLC7+ years Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $12,882,800 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $1,056,805 |
Filed as: SECURIAN LIFE INSURANCE Service code 22 · EIN 41-1412669 | Insurance Broker | $737,152 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Copying... | $495,095 |
EVIVE HEALTH1 year Filed as: EVIVE HEALTH, LLC Service code 15 · EIN 20-8578851 | Recordkeeping | $283,537 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 59-2706923 | Actuarial | $222,384 |
RR DONNELLEY7+ years Service code 36 · EIN 36-1004130 | Copying and duplicating; Insurance br... | $209,897 |
DIRECT TECHNOLOGIES, INC6 years Service code 36 · EIN 58-2563032 | Direct payment from the plan; Copying... | $83,406 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE, LLP Service code 36 · EIN 13-3891517 | Copying and duplicating; Direct payme... | $63,000 |
ALERE WELLBEING, INC7+ years Service code 26 · EIN 20-0231080 | Advisory (Participants) | $20,959 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $274,299-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.8%-39.8pp | 0.0%0pp |
| Annual return | 4.77% | 13.51%-8.7pp | 8.84%-4.1pp | 13.51%-8.7pp |
| Employer contribution / active EE | $13,574 | $8,170+66.1% | $67,446-79.9% | $8,170+66.1% |
| Participant deferral / active EE | $371 | $488-24.0% | $4+9844.6% | $488-24.0% |
| Admin fee / account holder | $0 | $0 | $46,528-100.0% | - |