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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $188,293 |
SEI INVESTMENTS1+ years Service code 28 · EIN 04-2452803 | Investment Management | $134,844 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $85,274 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $53,415 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $41,443 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $23,833 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $20,790 |
JL CAPITAL MANAGEMENT1+ years Service code 16 · EIN 27-1103783 | Consulting | $19,558 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $10,346 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $226,711-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | -2.25% | 1.67%-3.9pp | -1.71%-0.5pp | 1.67%-3.9pp |
| Employer contribution / active EE | $14,072 | $10,506+33.9% | $45,357-69.0% | $10,506+33.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $175-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $7,161-100.0% | $66,276-100.0% |