Filed March 1, 2005
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $357,933 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $231,687 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $67,774 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: IRM Service code 28 6735 CONROY ROAD, SUITE 305 · ORLANDO, FL 32835 | Investment Management | $47,447 |
Filed as: REINHART, BOERNER, VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $40,465 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $31,593 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $10,810 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -21.41% | 1.88%-23.3pp | -5.16%-16.2pp | 2.77%-24.2pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |