Filed October 31, 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 LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $242,712 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $239,071 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $160,860 |
DWS FUNDS2+ years Filed as: RREEF AMERICA L.L.C Service code 28 · EIN 94-2753537 | Investment Management | $106,990 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 · EIN 57-1044820 | Legal | $80,582 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS, N.A. Service code 28 · EIN 22-1146430 | Investment Management | $80,104 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $33,922 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 28.08% | 17.94%+10.1pp | 5.44%+22.6pp | 7.18%+20.9pp |
| Employer contribution / active EE | $4,551 | $12,263-62.9% | $25,481-82.1% | $13,095-65.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |