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 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.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $594,621 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $351,680 |
MERCER5+ years Service code 11 · EIN 20-1932099 | Actuarial | $306,976 |
BOKF, NA5+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $130,936 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $34,075 |
JELLYVISION LAB, INC.1 year Filed as: THE JELLYVISION LAB Service code 38 · EIN 36-4442819 | Participant Communication | $5,916 |
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.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.02% | 53.17%-35.1pp | 18.06%0pp | 21.83%-3.8pp |
| Employer contribution / active EE | $29,382 | $14,715+99.7% | $30,411-3.4% | $12,237+140.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |