Filed October 6, 2005 (most recent of 2 filings on file)
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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $488,822 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $167,460 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $40,510 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $38,902 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 20-4659714 | Investment Management | $37,089 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $26,280 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $23,452 |
WILLIAM BLAIR10+ years Service code 28 · EIN 47-2614791 | Investment Management | $20,253 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $18,623 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $17,691 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 5.37% | 8.76%-3.4pp | 3.48%+1.9pp | 8.76%-3.4pp |
| Employer contribution / active EE | $12,054 | $16,627-27.5% | $31,972-62.3% | $16,627-27.5% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |