Filed November 9, 2005 (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 3-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 |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD Service code 11 · EIN 36-6037917 | Actuarial | $272,314 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 24 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Discretionary Trustee | $86,494 |
VON BRIESEN & ROPER3+ years Filed as: VON BRIESEN Service code 29 · EIN 39-1576289 | Legal | $35,037 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $34,275 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $13,300 |
COMERICA BANK3+ years Service code 28 · EIN 42-1741646 | Investment Management | $13,109 |
WORLD INVESTMENT ADVISORS LLC3+ years Filed as: WORLD ASSET MANAGEMENT Service code 28 · EIN 20-5661226 | Investment Management | $10,609 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -95.45% | -5.34%-90.1pp | 12.68%-108.1pp | -82.66%-12.8pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |