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 LLC3 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $857,015 |
MERCER10+ years Service code 17 · EIN 20-1932099 | Pension Consulting | $445,417 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 49 · EIN 36-2235791 | Other Services | $140,259 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $91,363 |
BOKF, NA10+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $39,254 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $9,736 |
Filed as: INNOVATIVE LEGAL SOLUTIONS, INC. Service code 49 · EIN 76-0739552 | Other Services | $9,185 |
ERNST & YOUNG LLP2 years Filed as: EY Service code 10 · EIN 34-6565596 | Accounting | $5,228 |
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.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.71% | 8.05%-6.3pp | 6.78%-5.1pp | 9.30%-7.6pp |
| Employer contribution / active EE | $7,253 | $10,660-32.0% | $25,154-71.2% | $12,557-42.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |