Filed March 18, 2003
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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $844,466 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 36-3718331 | Investment Management | $285,275 |
EAGLE ASSET MAGAGEMENT ,INC3 years Service code 28 · EIN 53-2385219 | Investment Management | $161,595 |
NORTHERN TRUST COMPANY5 years Service code 18 · EIN 36-2723087 | Shareholder servicing fees; Investmen... | $88,833 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $41,011 |
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.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 12.36% | 5.48%+6.9pp | 9.84%+2.5pp | 9.30%+3.1pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |