Filed May 5, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,557,748 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 06-6275604 | Bank Trustee | $732,035 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGT CO. PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $662,724 |
PACIFIC ALT. ASSET MGT. CO. LLC2+ years Service code 28 · EIN 03-0571020 | Investment Management | $485,111 |
NTGA2+ years Service code 27 · EIN 06-6275604 | Advisory (Plan) | $461,338 |
AEW CAPITAL MANAGEMENT2+ years Filed as: AEW Service code 28 · EIN 04-3329435 | Investment Management | $434,177 |
EVANSTON2+ years Filed as: EVANSTON CAPITAL MANAGEMENT Service code 28 1560 SHERMAN AVENUE · EVANSTON, IL 60201 | Investment Management | $414,017 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER · CHICAGO, IL 60606 | Investment Management | $376,386 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $293,047 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $199,401 |
See 1 actuary disclosure with Solo.
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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 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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 10.65% | 16.32%-5.7pp | 9.60%+1.0pp | 16.32%-5.7pp |
| Employer contribution / active EE | $7,835 | $12,766-38.6% | $45,595-82.8% | $12,766-38.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $255-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |