Filed May 10, 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 LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $1,096,215 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $702,372 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INV. MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $121,924 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,500 |
HOLLAND & KNIGHT11+ years Filed as: HOLLAND & HART, LLP Service code 29 · EIN 84-0382505 | Legal | $34,962 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $28,480 |
ALVAREZ & MARSAL TAXAND, LLC4 years Filed as: ALVAREZ & MARSAL TAX, LLC Service code 16 · EIN 56-2409465 | Consulting | $10,500 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 49 · EIN 86-1065772 | Other Services | $6,800 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 12.27% | 8.43%+3.8pp | 52.39%-40.1pp | 10.71%+1.6pp |
| Employer contribution / active EE | $0 | $8,563-100.0% | $23,486-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |