Filed April 30, 2009
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 Service code 11 · EIN 53-0181291 | Actuarial | $1,959,740 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,445,751 |
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $828,465 |
CONDUENT HR CONSULTING, LLC10+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $363,874 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 | Securities Custodian | $266,826 |
Filed as: FIDELITY WORKPLACE Service code 15 · EIN 04-3275867 | Recordkeeping | $266,320 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 1001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20004 | Legal | $126,417 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $120,822 |
Filed as: STATE STREET GLOBAL ADV TRUST CO Service code 49 · EIN 81-4017137 | Other Services | $100,000 |
VISA USA, INC.5 years Service code 14 · EIN 94-1721694 | Plan Administrator | $68,746 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 7.95% | 8.48%-0.5pp | 37.43%-29.5pp | 9.22%-1.3pp |
| Employer contribution / active EE | $0 | $8,226-100.0% | $38,058-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |