Filed March 20, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WATSON WYATT WORLDWIDE Service code 11 · EIN 53-0181291 | Actuarial | $375,743 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $257,862 |
JANUSINTECH1 year Service code 28 · EIN 75-3019302 | Investment Management | $235,508 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 41-0451159 | Bank Trustee | $89,231 |
AMERICAN FUNDS2+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 75-3019302 | Investment Management | $62,477 |
Filed as: METROPOLITAN WEST Service code 28 · EIN 95-3703295 | Investment Management | $56,404 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCOM & ASSOCIATES Service code 10 · EIN 41-1567437 | Accounting | $42,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-0025081 | Investment Management | $30,324 |
See 1 actuary disclosure with Solo.
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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% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.88% | 9.41%-1.5pp | 5.00%+2.9pp | 9.19%-1.3pp |
| Employer contribution / active EE | $2,906 | $8,353-65.2% | $35,918-91.9% | $12,608-77.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |