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 7-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 DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $44,279 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $15,754 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,500 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $8,219 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $7,865 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $3,159 |
GLOBAL THEMATIC PARTNERS, LLC2+ years Service code 28 · EIN 27-2093087 | Investment Management | $2,771 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,233 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $569 |
Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $61 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 8.31% | 5.28%+3.0pp | 16.78%-8.5pp | 10.21%-1.9pp |
| Employer contribution / active EE | $134,765 | $35,590+278.7% | $26,328+411.9% | $42,272+218.8% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |