Filed July 22, 2006 (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 LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $499,912 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 04-1107180 | Bank Trustee | $304,195 |
Service code 28 · EIN 13-3414427 | Investment Management | $217,759 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $193,630 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $83,970 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $83,726 |
Service code 28 · EIN 41-1923871 | Investment Management | $70,730 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE TRUST CO. Service code 21 · EIN 52-1309931 | Bank Trustee | $68,825 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $23,670 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.80% | 79.68%-64.9pp | 16.78%-2.0pp | 23.90%-9.1pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |