Filed October 18, 2004 (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.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,252,494 |
ALSTON & BIRD LLP8 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $401,702 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $205,007 |
JOHNSON LAMBERT LLP8 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $78,970 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 49 · EIN 03-0393028 | Other Services | $30,000 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,774-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 55.8%-55.8pp | 0.0%0pp |
| Annual return | 22.15% | 33.11%-11.0pp | 7.78%+14.4pp | 33.11%-11.0pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $32,517-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $504-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $3,044-100.0% | - |