Filed October 18, 2004 (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 10-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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $1,492,692 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $158,822 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $157,677 |
Filed as: FIDELITY Service code 16 · EIN 04-3532603 | Consulting | $35,506 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
HAYNES AND BOONE, LLP7+ years Service code 29 · EIN 75-1312888 | Legal | $19,672 |
GLOBE TAX SERVICES INC1 year Filed as: GLOBE TAX SERVICES, INC. Service code 16 · EIN 13-3647361 | Consulting | $7,956 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 22-2945469 | Consulting | $5,359 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 13.02% | 19.39%-6.4pp | 14.84%-1.8pp | 19.39%-6.4pp |
| Employer contribution / active EE | $6,409 | $8,446-24.1% | $37,950-83.1% | $8,446-24.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |