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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,687,099 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,446,081 |
CONDUENT HR CONSULTING, LLC9+ years Filed as: CONDUENT HUMAN RESOURCE SVCS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $300,210 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 | Securities Custodian | $242,831 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $132,870 |
VISA USA, INC.4 years Service code 14 · EIN 94-1721694 | Plan Administrator | $84,669 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 94-2189853 | Accounting | $52,500 |
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.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 38.11% | 5.34%+32.8pp | 9.14%+29.0pp | 9.30%+28.8pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,544-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |