Filed November 9, 2005 (most recent of 3 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 |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $219,894 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $63,311 |
BRIGGS AND MORGAN1+ years Service code 15 · EIN 41-0954702 | Recordkeeping | $56,561 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ & ASSCOIATES, INC. Service code 28 · EIN 02-0426421 | Investment Management | $40,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $26,478 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-3575636 | Investment Management | $20,899 |
Service code 28 · EIN 22-3335901 | Investment Management | $16,844 |
HEARTWOOD FORESTLAND FUND V1+ years Filed as: HEARTWOOD FORESTLAND FUND V LIMITED Service code 28 · EIN 86-1123845 | Investment Management | $10,615 |
LANDMARK EQUITY ADVISORS LLC1+ years Filed as: LANDMARK EQUITY ADVISORS, LLC Service code 28 · EIN 06-1519082 | Investment Management | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -3.67% | -2.01%-1.7pp | -0.97%-2.7pp | -0.60%-3.1pp |
| Employer contribution / active EE | $0 | $11,144-100.0% | $22,441-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |