Filed October 18, 2004 (most recent of 2 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 3-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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $885,122 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 620 8TH AVENUE, 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $140,557 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $129,464 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $97,636 |
Service code 28 865 S FIGUEROA ST · LOS ANGELES, CA 90017 | Investment Management | $95,417 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-2211537 | Actuarial | $42,865 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,752 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 81-4017137 | Investment Management | $27,685 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $11,660 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $11,054 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 214.37% | 11.48%+202.9pp | -10.68%+225.0pp | 2.77%+211.6pp |
| Employer contribution / active EE | $255 | $5,632-95.5% | $48,995-99.5% | $15,262-98.3% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |