Filed October 26, 2007 (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 15 · EIN 13-3689044 | Recordkeeping | $556,582 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SVC INC Service code 28 · EIN 52-1868818 | Investment Management | $432,340 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $154,403 |
STRATEGIC BENEFIT ADVISORS3 years Filed as: STRATEGIC BENEFITS ADVISORS Service code 17 · EIN 03-0415817 | Pension Consulting | $118,243 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $112,800 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $105,724 |
TE CONN CORP SCANNING PROJ2 years Service code 36 1050 WESTLAKES DRIVE · BERWYN, PA 19312 | Copying and duplicating; Direct payme... | $56,625 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,585 |
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.
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 4.99% | 8.43%-3.4pp | 52.39%-47.4pp | 10.71%-5.7pp |
| Employer contribution / active EE | $42,070 | $8,563+391.3% | $23,486+79.1% | $14,986+180.7% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |