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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $580,885 |
MERCER8+ years Service code 11 · EIN 20-1932099 | Actuarial | $417,725 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 35-7085469 | Investment Management | $209,274 |
BOKF, NA8+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $190,955 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-6913417 | Investment Management | $106,020 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $40,500 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MGMT Service code 28 · EIN 82-3282328 | Investment Management | $17,120 |
Service code 28 · EIN 76-0739552 | Investment Management | $7,678 |
AON CONSULTING1 year Filed as: AON Service code 28 · EIN 22-2232264 | Investment Management | $7,133 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $5,228 |
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 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 | -17.36% | -13.75%-3.6pp | -4.80%-12.6pp | 23.41%-40.8pp |
| Employer contribution / active EE | $19,582 | $13,276+47.5% | $30,897-36.6% | $12,650+54.8% |
| 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% |