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 Service code 11 · EIN 53-0181291 | Actuarial | $1,612,470 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 06-6275604 | Bank Trustee | $741,752 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $716,776 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $198,982 |
VAN BERKOM & ASSOCIATES2 years Filed as: VAN BERKOM AND ASSOCIATES INC. Service code 28 · EIN 98-0462020 | Investment Management | $153,240 |
Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $64,818 |
Filed as: PRINCIPAL Service code 28 · EIN 42-1479618 | Investment Management | $63,769 |
CASEY CIRILLO1 year Filed as: CASEY ASSOCIATES, INC. Service code 49 8307 MELROSE DR · LENEXA, KS 66214 | Other Services | $33,521 |
PERFECT OUTPUT4 years Service code 28 · EIN 43-1797565 | Investment Management | $14,104 |
KPMG LLP1 year Filed as: KPMG LIMITED Service code 28 · EIN 03-0930074 | Investment Management | $6,300 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 11.38% | 5230.06%-5218.7pp | 10.03%+1.3pp | 5230.06%-5218.7pp |
| Employer contribution / active EE | $13,793 | $10,491+31.5% | $38,789-64.4% | $10,491+31.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $74-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |