Filed May 10, 2005
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $4,353,056 |
LUMEN1 year Filed as: LUMEN TECHNOLOGIES SERVICE GROUP Service code 14 · EIN 72-0651161 | Plan Administrator | $2,613,730 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS US INSTL. HOL Service code 17 · EIN 81-1706025 | Pension Consulting | $450,000 |
MOODY'S ANALYTICS1 year Service code 50 · EIN 13-3851829 | Direct Payment | $126,250 |
Service code 10 · EIN 13-4008324 | Accounting | $114,955 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG FINANCE L.P. Service code 50 · EIN 06-1818168 | Direct Payment | $46,764 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 16 · EIN 82-2042737 | Consulting | $41,185 |
ALBOURNE AMERICA LLC1 year Service code 16 · EIN 91-2164625 | Consulting | $39,902 |
FORMS ASSOCIATES, INC.1 year Service code 50 · EIN 47-0648734 | Direct Payment | $34,213 |
Service code 50 · EIN 35-2561723 | Direct Payment | $30,976 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -38.79% | 7.68%-46.5pp | -10.68%-28.1pp | 7.68%-46.5pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $48,995-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |