Filed October 19, 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $2,213,742 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $858,844 |
NORTHERN TRUST COMPANY9+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $762,526 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $656,914 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 13 · EIN 13-5581829 | Contract Administrator | $435,948 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $270,842 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $255,614 |
MERCER9+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $238,379 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $70,842 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $66,787 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 7.34% | 9.30%-2.0pp | 5.62%+1.7pp | 9.30%-2.0pp |
| Employer contribution / active EE | $25,084 | $12,557+99.8% | $37,825-33.7% | $12,557+99.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $0 | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |