Filed February 25, 2009 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 28 · EIN 98-0352587 | Investment Management | $557,873 |
AON CONSULTING7+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $288,828 |
BLACKROCK7+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $78,957 |
CLEARWATER ANALYTICS4 years Filed as: CLEARWATER Service code 28 · EIN 42-1658172 | Investment Management | $57,864 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $30,665 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $24,700 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 7.76% | 11.84%-4.1pp | 8.95%-1.2pp | 13.24%-5.5pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |