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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 500 N AKARD STREET · DALLAS, TX 75202 | Actuarial | $1,002,943 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 2001 ROSS AVENUE · DALLAS, TX 75201 | Advisory (Plan) | $199,724 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Custodial (other than securities); Cu... | $37,516 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO TRUST COMPANY Service code 21 · EIN 41-0449260 1445 ROSS AVENUE · DALLAS, TX 75202 | Bank Trustee | $32,679 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 700 MILAM STREET · HOUSTON, TX 77002 | Accounting | $19,904 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 19 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Securities Custodian | $4,579 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 1.72% | 6.13%-4.4pp | 4.74%-3.0pp | 9.19%-7.5pp |
| Employer contribution / active EE | $7,158 | $10,206-29.9% | $36,089-80.2% | $12,608-43.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |