Filed May 18, 2005 (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 5-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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,259,455 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $700,304 |
JANUS HENDERSON1 year Filed as: JANUS CAPITAL CORP Service code 28 · EIN 84-0765359 | Investment Management | $533,487 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $419,366 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $369,000 |
Service code 28 · EIN 75-2403190 | Investment Management | $315,280 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $262,712 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $203,084 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $36,000 |
MOORE & VAN ALLEN PLLC3+ years Filed as: MOORE & VAN ALLEN Service code 29 · EIN 56-0559307 | Legal | $20,605 |
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.
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 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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 7.94% | 79.68%-71.7pp | 16.78%-8.8pp | 23.90%-16.0pp |
| Employer contribution / active EE | $13,681 | $21,735-37.1% | $26,328-48.0% | $16,539-17.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |