Filed November 9, 2005 (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 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 LLC5 years Filed as: TOWERS WATSON INVESTMENT SVC INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $99,769 |
Service code 11 · EIN 13-3689044 | Actuarial | $56,174 |
NORTHERN TRUST COMPANY1 year Service code 49 · EIN 36-1561860 | Other Services | $55,943 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $44,004 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST COMPANY N.A Service code 21 · EIN 30-0587659 | Bank Trustee | $14,178 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $12,750 |
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.
Annual investment return 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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 3.29% | 20.09%-16.8pp | 15.31%-12.0pp | 37.74%-34.5pp |
| Employer contribution / active EE | $7,236 | $15,382-53.0% | $28,686-74.8% | $15,781-54.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |