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 LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $1,181,473 |
Filed as: AGINCOURT CAPITAL MANAGEMENT LLC Service code 28 · EIN 54-1947440 | Investment Management | $327,594 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $116,207 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,231 |
VENABLE LLP3+ years Service code 29 · EIN 52-0517250 | Legal | $25,038 |
FAW CASSON2 years Filed as: FAW CASSON & CO LLP Service code 10 · EIN 52-0619968 | Accounting | $14,500 |
MAIL MOVERS3+ years Service code 49 · EIN 52-1694960 | Other Services | $6,385 |
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 6.13% | 17.84%-11.7pp | 9.21%-3.1pp | 17.84%-11.7pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $35,088-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $163-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $4,019-100.0% | - |