Filed February 16, 2007 (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. $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 9-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 |
|---|---|---|
Filed as: TOWER WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $1,112,678 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $673,261 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $135,886 |
THOMPSON HINE9+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $69,160 |
BLACKROCK9+ years Service code 21 · EIN 30-0587659 | Bank Trustee | $35,670 |
DATAMATION IMAGING SERVICES2 years Filed as: DATAMATION IMAGING SERVICES CORP Service code 16 · EIN 36-4303011 | Consulting | $31,675 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $30,975 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $12,600 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 27 · EIN 13-3142135 | Advisory (Plan) | $5,712 |
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.
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.51% | 11.94%-11.4pp | 6.78%-6.3pp | 8.76%-8.3pp |
| Employer contribution / active EE | $10,045 | $15,564-35.5% | $25,154-60.1% | $16,627-39.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |