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 FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $904,308 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $331,687 |
CONDUENT HR CONSULTING, LLC3+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $272,329 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-6257133 | Securities Custodian | $189,402 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $124,950 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $28,700 |
MORRIS DAVIS CHAN & TAN LLP3+ years Service code 10 · EIN 94-2214860 | Accounting | $8,800 |
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 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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 4.09% | -1.92%+6.0pp | -2.18%+6.3pp | 73.13%-69.0pp |
| Employer contribution / active EE | $0 | $10,821-100.0% | $38,751-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |