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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $308,328 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INST INTERNATIONAL Service code 28 · EIN 36-2214610 | Investment Management | $255,567 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $175,712 |
ORCHARD LANDMARK LIMITED3+ years Service code 28 · EIN 98-1111527 | Investment Management | $136,874 |
Filed as: KINGSTREET CAPITAL, LTD Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $134,356 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $124,954 |
PIMCO FUNDS2 years Filed as: PIMCO ALL ASSET FUND Service code 28 · EIN 33-0629048 | Investment Management | $122,739 |
CEVIAN CAPITAL II GP LIMITED3+ years Service code 28 · EIN 98-0504656 | Investment Management | $115,672 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $114,570 |
Service code 28 · EIN 80-0661773 | Investment Management | $113,389 |
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 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.09% | 14.80%-1.7pp | 10.16%+2.9pp | 16.32%-3.2pp |
| Employer contribution / active EE | $2,187 | $5,344-59.1% | $33,192-93.4% | $12,766-82.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |