Filed May 17, 2005 (most recent of 3 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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $408,549 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 35-7085469 | Investment Management | $237,101 |
MERCER6+ years Service code 11 · EIN 20-1932099 | Actuarial | $164,113 |
BOKF, NA6+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $104,755 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-6913417 | Investment Management | $61,963 |
Service code 28 · EIN 90-0337987 | Investment Management | $51,827 |
Service code 28 · EIN 51-0412248 | Investment Management | $39,354 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $34,550 |
Filed as: JPMORGAN ASSET MGMT Service code 28 · EIN 82-3282328 | Investment Management | $13,752 |
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.
Employer contribution per participant 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.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 11.96% | 12.05%-0.1pp | 793.01%-781.1pp | 12.86%-0.9pp |
| Employer contribution / active EE | $1,928 | $21,947-91.2% | $27,004-92.9% | $13,687-85.9% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |