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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $304,510 |
Filed as: GMO GLOBAL ASSET ALLOCATION FUND Service code 25 · EIN 04-3009441 | Directed Trustee | $261,933 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INST INTERNATIONAL Service code 28 · EIN 36-2214610 | Investment Management | $224,943 |
Filed as: INDEPENDENT FRANCHISE PARTNERS GLOB Service code 28 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $213,740 |
CAXTON ASSOCIATES LP1+ years Service code 28 · EIN 22-3430173 | Investment Management | $166,457 |
BLACKSTONE1+ years Filed as: GSO CAPITAL PARTNERS Service code 28 · EIN 01-0899018 | Investment Management | $163,181 |
KINGSTREET GLOBAL DRAWDOWN FUND1+ years Filed as: KINGSTREET Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $158,028 |
DAVIDSON KEMPNER CAPITAL MGMT LP1+ years Service code 28 · EIN 13-3863161 | Investment Management | $129,311 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT INT CAPITAL ADVISORS, INC. Service code 28 · EIN 22-3338737 | Investment Management | $123,521 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $112,615 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -0.37% | -1.20%+0.8pp | -2.00%+1.6pp | -0.08%-0.3pp |
| Employer contribution / active EE | $4,134 | $5,696-27.4% | $34,470-88.0% | $7,991-48.3% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |