Filed September 19, 2006 (most recent of 3 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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $622,568 |
MONTICELLO ASSOCIATES3 years Service code 10 1800 LARIMER ST · DENVER, CO 80202 | Accounting | $79,176 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 27 · EIN 04-1867445 | Advisory (Plan) | $73,366 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $43,800 |
GEORGE JOHNSON & COMPANY7+ years Service code 10 · EIN 38-2029668 | Accounting | $20,700 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 5.83% | 35.98%-30.2pp | 10.75%-4.9pp | 15.63%-9.8pp |
| Employer contribution / active EE | $5,077 | $8,396-39.5% | $35,162-85.6% | $11,476-55.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |