Filed March 28, 1996 (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 Service code 11 · EIN 53-0181291 500 N AKARD STREET · DALLAS, TX 75201 | Actuarial | $503,158 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 2001 ROSS AVENUE · DALLAS, TX 75201 | Advisory (Plan) | $269,077 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Custodial (securities); Custodial (ot... | $45,261 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO TRUST COMPANY Service code 21 · EIN 41-0449260 1445 ROSS AVENUE · DALLAS, TX 75202 | Bank Trustee | $31,928 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 700 MILAM STREET · HOUSTON, TX 77002 | Accounting | $17,336 |
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.
Annual investment return 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.63% | -0.09%-2.5pp | -0.81%-1.8pp | 1.67%-4.3pp |
| Employer contribution / active EE | $4,734 | $11,440-58.6% | $38,425-87.7% | $10,506-54.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |