Filed November 6, 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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC11+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $293,998 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY EMPLOYER SERVICES CO. LLC Service code 13 · EIN 04-3275867 | Contract Administrator | $178,719 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 23-1159360 | Actuarial | $120,025 |
KATZ, SAPPER & MILLER11+ years Filed as: KATZ, SAPPER, & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $33,668 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $25,000 |
WINSTON & STRAWN LLP4 years Service code 51 · EIN 36-1975990 | Investment Mgmt Fees | $6,342 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | 12.34% | 8.43%+3.9pp | 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% | - |