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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 20-1932099 | Actuarial | $448,922 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $379,926 |
BOKF, NA8+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $137,749 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 35-7085469 | Investment Management | $130,314 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-6913417 | Investment Management | $66,018 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $40,500 |
AON CONSULTING1 year Service code 28 · EIN 22-2232264 | Investment Management | $14,267 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN ASSET MGMT Service code 28 · EIN 82-3282328 | Investment Management | $10,660 |
ERNST & YOUNG LLP6 years Service code 10 · EIN 34-6565596 | Accounting | $5,176 |
Service code 28 · EIN 76-0739552 | Investment Management | $5,120 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -17.30% | -13.75%-3.5pp | -4.80%-12.5pp | 23.41%-40.7pp |
| Employer contribution / active EE | $1,532 | $13,276-88.5% | $30,897-95.0% | $12,650-87.9% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |