Filed January 17, 2006 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 22-2572873 | Actuarial | $242,789 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST BANK Service code 13 · EIN 36-1561860 | Contract Administrator | $139,819 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $115,537 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 27 · EIN 51-0368279 | Advisory (Plan) | $90,553 |
NEPC, LLC1 year Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $77,084 |
Service code 35 · EIN 22-2572873 | Direct payment from the plan; Employe... | $68,647 |
Filed as: WINDHAVEN Service code 51 · EIN 27-3763801 | Investment Mgmt Fees | $57,153 |
Filed as: GRYPHON Service code 51 · EIN 98-0432908 | Investment Mgmt Fees | $55,854 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $51,028 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $32,245 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.27% | 9.41%-4.1pp | 5.00%+0.3pp | 9.19%-3.9pp |
| Employer contribution / active EE | $5,979 | $8,353-28.4% | $35,918-83.4% | $12,608-52.6% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |