Filed February 10, 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 9-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 LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $107,745 |
HUNTER AND ASSOCIATES3+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $12,863 |
Service code 10 · EIN 20-5607042 | Accounting | $6,643 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN INFLATION LINKED BOND FUND Service code 72 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND2 years Service code 72 · EIN 45-3837720 | Other investment fees and expenses | $0 |
EATON VANCE3+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EATON VANCE2 years Filed as: EATON VANCE LARGE CAP VALUE Service code 72 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE1 year Service code 72 · EIN 23-2882135 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE1 year Filed as: EMRALD BANKLNG AND FINANCE FUND Service code 72 | Other investment fees and expenses | $0 |
AMERICAN FUNDS1 year Filed as: EMRALD GROWTH FUND Service code 72 · EIN 23-2696899 | Other investment fees and expenses | $0 |
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.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.69% | 12.40%-0.7pp | 10.16%+1.5pp | 23.90%-12.2pp |
| Employer contribution / active EE | $4,937 | $8,748-43.6% | $33,192-85.1% | $16,539-70.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |