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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $171,196 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-2456637 | Directed Trustee | $29,713 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $26,250 |
COMERICA BANK2+ years Service code 19 · EIN 38-1405141 | Securities Custodian | $14,838 |
Filed as: MONDRIAN INVESTMENT GROUP(U.S.),INC Service code 28 · EIN 56-2475915 | Investment Management | $10,959 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $10,311 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $9,247 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 1.50% | 9.41%-7.9pp | 5.00%-3.5pp | 9.19%-7.7pp |
| Employer contribution / active EE | $4,269 | $8,353-48.9% | $35,918-88.1% | $12,608-66.1% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |