Filed January 31, 2005 (most recent of 7 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 LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0187291 | Actuarial | $584,546 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $152,720 |
LSV ASSET MANAGEMENT5 years Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $137,984 |
Filed as: PRINCIPAL Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $77,815 |
RVK, INC.5 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $67,500 |
RSM US LLP1 year Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $43,924 |
EMERALD INVESTMENT3 years Service code 28 · EIN 81-1176366 | Investment Management | $40,838 |
LEEWARD INVESTMENTS, LLC2 years Service code 28 · EIN 27-0282607 | Investment Management | $39,355 |
MERCER1 year Service code 28 · EIN 30-0282430 | Investment Management | $37,500 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $27,396 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.08% | 5.34%+3.7pp | 9.14%-0.1pp | 9.30%-0.2pp |
| Employer contribution / active EE | $1,319 | $9,329-85.9% | $40,544-96.7% | $12,557-89.5% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |