Filed November 9, 2005 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $756,296 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $455,941 |
Filed as: BARROW HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $453,757 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $425,754 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $424,944 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $381,356 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $380,387 |
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $298,895 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $268,249 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $257,305 |
See 1 actuary disclosure with Solo.
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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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 2.42% | 10.14%-7.7pp | 8.31%-5.9pp | 15.63%-13.2pp |
| Employer contribution / active EE | $0 | $16,339-100.0% | $21,002-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |