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 LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,355,616 |
LEGAL & GENERAL INVESTMENT2+ years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $366,820 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 15 · EIN 52-1868818 | Recordkeeping | $343,805 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $93,724 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $50,000 |
BLACKROCK2+ years Service code 21 · EIN 45-2873215 | Bank Trustee | $32,491 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $30,644 |
THOMPSON HINE2+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $29,652 |
DATAMATION IMAGING SERVICES2+ years Service code 16 · EIN 36-4303011 | Consulting | $20,980 |
MARVIN L. DAMSMA1 year Service code 16 · EIN 36-9506421 | Consulting | $9,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 10.85% | 35.86%-25.0pp | 10.53%+0.3pp | 17.84%-7.0pp |
| Employer contribution / active EE | $4,987 | $23,588-78.9% | $29,360-83.0% | $14,688-66.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |