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.
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $2,369,614 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $593,594 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 06-6275604 | Bank Trustee | $543,371 |
Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 28 · EIN 52-1868818 | Investment Management | $90,000 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Di... | $81,067 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $80,000 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $45,762 |
Service code 49 · EIN 04-2929221 | Other Services | $17,667 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC NON-MEDICAL SOLUTIONS LLC Service code 49 · EIN 46-5438594 | Other Services | $6,125 |
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.
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 | $0 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 2.72% | 9.22%-6.5pp | 8.94%-6.2pp | 9.22%-6.5pp |
| Employer contribution / active EE | $18,742 | $13,567+38.1% | $36,999-49.3% | $13,567+38.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $1-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |