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 |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $924,280 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $471,231 |
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $230,358 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $189,621 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $124,950 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $27,500 |
MORRIS DAVIS CHAN & TAN LLP2+ years Service code 10 · EIN 94-2214860 | Accounting | $8,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.95% | 20.78%-9.8pp | 10.36%+0.6pp | 16.32%-5.4pp |
| Employer contribution / active EE | $0 | $15,647-100.0% | $37,738-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |