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 FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $898,795 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $486,955 |
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $219,108 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 41-6257133 | Securities Custodian | $215,661 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 16 · EIN 36-3109431 | Consulting | $124,950 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
MORRIS DAVIS CHAN & TAN LLP4+ years Service code 10 · EIN 94-2214860 | Accounting | $9,000 |
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 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 42.34% | 16.24%+26.1pp | 14.64%+27.7pp | 1023.85%-981.5pp |
| Employer contribution / active EE | $0 | $16,860-100.0% | $41,831-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |