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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $1,641,922 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $130,977 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $105,188 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $66,347 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $26,224 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294 | Investment Management | $22,895 |
HAYNES AND BOONE, LLP3+ years Service code 29 · EIN 75-1312888 | Legal | $15,790 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $11,921 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $6,278 |
See 1 actuary disclosure with Solo.
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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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 18.45% | 1057.21%-1038.8pp | 14.20%+4.3pp | 1057.21%-1038.8pp |
| Employer contribution / active EE | $8,651 | $14,374-39.8% | $27,968-69.1% | $14,374-39.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |