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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0187291 | Actuarial | $341,472 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE MUNDER CAPITAL Service code 28 · EIN 27-0282607 | Investment Management | $128,861 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $88,397 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 ONE PALMER SQUARE, SUITE 441 · PRINCETON, NJ 08542 | Investment Management | $67,166 |
KELLY PRESS INC2+ years Filed as: KELLY, HANNAFORD & BATTLE P.A. Service code 29 · EIN 41-1802551 | Legal | $59,768 |
Filed as: PRUDENTIAL INSURANCE CO FO AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $53,662 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON ADVISORS Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $33,604 |
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.
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% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.51% | 6.13%+0.4pp | 4.74%+1.8pp | 9.19%-2.7pp |
| Employer contribution / active EE | $6,546 | $10,206-35.9% | $36,089-81.9% | $12,608-48.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |