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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $875,830 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $750,171 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $494,517 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SVC INC Service code 28 · EIN 52-1868818 | Investment Management | $59,901 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $44,109 |
STRATEGIC BENEFIT ADVISORS7+ years Service code 17 · EIN 03-0415817 | Pension Consulting | $29,955 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,078 |
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.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -18.63% | 1.88%-20.5pp | -5.16%-13.5pp | 2.77%-21.4pp |
| Employer contribution / active EE | $1 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |