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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $507,576 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD Service code 11 · EIN 39-6037917 | Actuarial | $226,159 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 24 111 WEST MONROE STREET · CHICAGO, IL 60603 | Discretionary Trustee | $150,026 |
VON BRIESEN & ROPER1+ years Filed as: VON BRIESEN Service code 29 · EIN 39-1576289 | Legal | $24,640 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD ASSET MANAGEMENT Service code 28 · EIN 20-5661226 | Investment Management | $14,763 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
COMERICA BANK1+ years Service code 28 · EIN 42-1741646 | Investment Management | $6,812 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 19 reportable transactions. $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.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -3.18% | 6.04%-9.2pp | 5.44%-8.6pp | 9.19%-12.4pp |
| Employer contribution / active EE | $6,472 | $12,925-49.9% | $25,481-74.6% | $12,608-48.7% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |