Filed October 18, 2004 (most recent of 4 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 | $101,290 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $18,248 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 41-1719690 | Advisory (Plan) | $17,815 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $11,366 |
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.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 8.47% | 9.03%-0.6pp | 90.60%-82.1pp | 627.08%-618.6pp |
| Employer contribution / active EE | $8,339 | $13,843-39.8% | $32,727-74.5% | $18,824-55.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |