Filed March 18, 2008 (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 | $295,407 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 28 · EIN 34-1597728 | Investment Management | $137,290 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $106,847 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY BANK Service code 19 · EIN 34-6520107 | Securities Custodian | $100,357 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $87,188 |
Filed as: BOYD WATTERSON ASSET MGT LLC Service code 28 · EIN 34-1922005 | Investment Management | $54,067 |
Filed as: EMPOWER Service code 19 · EIN 06-1050034 | Securities Custodian | $36,716 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $33,638 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $18,000 |
Filed as: SQUIRE PATTON BOGGS (US) LLP Service code 29 · EIN 34-0648199 | Legal | $8,190 |
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 9.90% | 10.00%-0.1pp | 5.17%+4.7pp | 9.30%+0.6pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |