Filed August 14, 2009
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 7-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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $779,823 |
Service code 28 · EIN 54-1947440 | Investment Management | $279,394 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Soft dollars commissions; Other fees;... | $156,523 |
VENABLE LLP1+ years Service code 29 · EIN 52-0517250 | Legal | $43,598 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,416 |
FAW CASSON1+ years Filed as: FAW CASSON & CO., LLP Service code 10 · EIN 52-0619968 | Accounting | $13,750 |
MAIL MOVERS1+ years Service code 49 · EIN 52-1694960 | Other Services | $10,182 |
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.
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 | $14,096,330-100.0% | $205,401-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -0.56% | 1.67%-2.2pp | 0.02%-0.6pp | 1.67%-2.2pp |
| Employer contribution / active EE | $4,284 | $10,506-59.2% | $45,513-90.6% | $10,506-59.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $109-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $4,705-100.0% | $66,276-100.0% |