Filed April 8, 2005 (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. $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 |
|---|---|---|
SEI INVESTMENTS5+ years Service code 28 · EIN 04-2452803 | Investment Management | $245,857 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $65,805 |
MITCHELL & TITUS, LLP5+ years Service code 10 · EIN 13-2781641 | Accounting | $25,721 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $11,839 |
GAMCO ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4044521 | Investment Management | $9,027 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $8,802 |
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $6,055 |
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.
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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 19.72% | 11.91%+7.8pp | 8.22%+11.5pp | 13.59%+6.1pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $46,636-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |