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 INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $417,878 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $49,399 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $26,713 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $20,318 |
AB FUNDS7+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $7,990 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 7.48% | 13.03%-5.5pp | 9.07%-1.6pp | 18.34%-10.9pp |
| Employer contribution / active EE | $18,182 | $14,235+27.7% | $46,116-60.6% | $14,665+24.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |