Filed July 10, 2007 (most recent of 7 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $5,089,535 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $944,085 |
COVINGTON & BURLING LLP4+ years Service code 29 · EIN 53-0188411 | Legal | $305,525 |
JENNER & BLOCK LLP1 year Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $261,000 |
BLOOMBERG FINANCE LP4+ years Filed as: BLOOMBERG FINANCE L.P. Service code 50 · EIN 13-3417984 | Direct Payment | $223,190 |
CALYPSO TECHNOLOGY, INC4+ years Service code 16 · EIN 94-3277822 | Consulting | $169,584 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $152,083 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $113,825 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASST MGMT INC. Service code 27 · EIN 52-0556948 | Advisory (Plan) | $36,075 |
EVESTMENT ALLIANCE LLC1 year Filed as: EVESTMENT ALLIANCE Service code 16 · EIN 90-0905513 | Consulting | $33,256 |
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.
Participant contribution per participant 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.
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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.06% | -1.95%-2.1pp | 4.36%-8.4pp | -1.95%-2.1pp |
| Employer contribution / active EE | $40,223 | $9,243+335.2% | $27,383+46.9% | $9,243+335.2% |
| Participant deferral / active EE | $183 | $425-56.9% | $75+143.9% | $425-56.9% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |