Filed July 1, 2004 (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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $463,328 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $335,232 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC Service code 28 · EIN 13-4044521 | Investment Management | $282,910 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $235,931 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $197,854 |
BAXTER1 year Filed as: BAXTER INTERNATIONAL Service code 14 · EIN 36-0781620 | Plan Administrator | $73,751 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $23,494 |
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 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | -0.74% | 9.30%-10.0pp | 8.06%-8.8pp | 9.30%-10.0pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $42,627-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |