Filed February 26, 2007 (most recent of 4 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 10-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 LLC10+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $345,829 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $247,891 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 28 · EIN 34-1479833 | Investment Management | $119,827 |
VERRILL DANA LLP10+ years Service code 28 · EIN 01-0176171 | Investment Management | $116,326 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $17,665 |
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.
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 12.91% | 9.30%+3.6pp | 8.06%+4.8pp | 9.30%+3.6pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $42,627-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |