Filed September 15, 2006
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 LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,026,660 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMP Service code 28 · EIN 33-0629048 | Investment Management | $1,316,654 |
NORTHERN TRUST COMPANY10+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $720,558 |
WINSTON & STRAWN LLP7 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $41,570 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.09% | 8.48%-7.4pp | 9.84%-8.8pp | 8.48%-7.4pp |
| Employer contribution / active EE | $2,773 | $9,949-72.1% | $30,320-90.9% | $9,949-72.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |