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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $911,110 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 15 · EIN 52-1868818 | Recordkeeping | $237,579 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $96,548 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $79,763 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $50,264 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 27 · EIN 35-7085469 | Advisory (Plan) | $43,214 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $28,416 |
DATAMATION IMAGING SERVICES5+ years Service code 16 · EIN 36-4303011 | Consulting | $23,113 |
BLACKROCK5+ years Service code 21 · EIN 45-2873215 | Bank Trustee | $14,413 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 27 · EIN 13-3142135 | Advisory (Plan) | $5,644 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.29% | 16.36%-4.1pp | 793.01%-780.7pp | 11.45%+0.8pp |
| Employer contribution / active EE | $22,378 | $15,595+43.5% | $27,004-17.1% | $17,219+30.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |