Filed February 20, 2007 (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.
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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $373,699 |
STATE STREET GLOBAL ADVISORS3+ years Service code 14 · EIN 04-1867445 | Plan Administrator | $49,599 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $37,500 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-2769210 | Accounting | $32,991 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 27 17 AUGUST ROAD · SIMSBURY, CT 06070 | Advisory (Plan) | $15,000 |
BLUM SHAPIRO3+ years Filed as: BLUM, SHAPIRO & COMPANY P.C. Service code 10 · EIN 06-1009205 | Accounting | $5,000 |
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 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.79% | 26.60%-13.8pp | 10.16%+2.6pp | 17.84%-5.1pp |
| Employer contribution / active EE | $4,893 | $7,232-32.3% | $33,192-85.3% | $14,688-66.7% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |