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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,288,522 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 15 · EIN 52-1868818 | Recordkeeping | $395,933 |
LEGAL & GENERAL INVESTMENT1+ years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $355,072 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $138,627 |
CLIFTONLARSONALLEN LLP1+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 20-0292745 | Investment Management | $52,828 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $43,561 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $28,288 |
DATAMATION IMAGING SERVICES1+ years Service code 16 · EIN 36-4303011 | Consulting | $22,440 |
CREATIVE RESOURCES UNLIMITED INC.1+ years Service code 17 · EIN 36-3702098 | Pension Consulting | $15,702 |
MARVIN L. DAMSMA1+ years Filed as: MARVIN L. DAMSA Service code 16 · EIN 36-9506421 | Consulting | $14,250 |
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.50% | 28.71%-23.2pp | 7.98%-2.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $13,885 | $15,250-8.9% | $23,724-41.5% | $12,608+10.1% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |