Filed August 8, 2006 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 3340 PLAYERS CLUB PARKWAY, SUITE 20 · MEMPHIS, TN 38125 | Actuarial | $388,940 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $183,997 |
RELIANCE TRUST COMPANY3 years Service code 19 | Securities Custodian | $30,573 |
DOPKINS & COMPANY, LLP1 year Filed as: DOPKINS & COMPANY, LLP. Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $26,300 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS Service code 17 | Pension Consulting | $11,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.91% | 5.54%+8.4pp | 8.91%+5.0pp | 8.76%+5.2pp |
| Employer contribution / active EE | $4,380 | $6,639-34.0% | $24,376-82.0% | $16,627-73.7% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |