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 |
|---|---|---|
MERCER5+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $759,528 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $375,054 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $172,965 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $93,296 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,247 |
HAYNES AND BOONE, LLP5+ years Service code 29 · EIN 75-1312888 | Legal | $17,661 |
Filed as: PWC MANAGEMENT CONSULTING Service code 10 | Accounting | $17,517 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $7,030 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $5,026 |
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 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 | $894,319,009-100.0% | $94,563-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 23.18% | 24.48%-1.3pp | 16.32%+6.9pp | 24.48%-1.3pp |
| Employer contribution / active EE | $14,148 | $9,418+50.2% | $31,806-55.5% | $9,418+50.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $211-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $0 | $2,968,729-100.0% |