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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $195,814 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $20,700 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $19,764 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $11,897 |
MONTICELLO ASSOCIATES2 years Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $11,891 |
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.
Participant contribution per participant 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.43% | 12.77%-0.3pp | 90.60%-78.2pp | 12.86%-0.4pp |
| Employer contribution / active EE | $5,586 | $8,963-37.7% | $32,727-82.9% | $13,687-59.2% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |