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. $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 |
|---|---|---|
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. $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.
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% | - |