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 |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $1,604,646 |
Filed as: FIDELITY Service code 13 · EIN 04-3532603 | Contract Administrator | $489,318 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $144,124 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $105,229 |
DXC TECHNOLOGY SERVICES1 year Service code 15 · EIN 82-2287119 | Recordkeeping | $97,867 |
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,600 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $18,021 |
HAYNES AND BOONE, LLP8+ years Service code 29 · EIN 75-1312888 | Legal | $9,714 |
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.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -13.78% | -14.80%+1.0pp | 22.50%-36.3pp | -14.80%+1.0pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $33,849-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |