Filed March 27, 2008 (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 10-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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $434,466 |
Filed as: PRINCIPAL BANK Service code 21 655 9TH STREET · DES MOINES, IA 50392 | Bank Trustee | $74,940 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Service code 27 · EIN 75-2403190 | Advisory (Plan) | $42,816 |
Service code 28 · EIN 13-3200244 | Investment Management | $34,657 |
Filed as: HIGHLAND ASSOCIATES INC Service code 28 · EIN 63-0955503 | Investment Management | $31,925 |
CSM&D1 year Filed as: CSM ADVISORS LLC Service code 28 · EIN 84-3346426 | Investment Management | $16,957 |
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.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 9.06% | 5.48%+3.6pp | 9.84%-0.8pp | 9.30%-0.2pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |