Filed December 24, 2004 (most recent of 6 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 9-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,839,310 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 16 · EIN 52-1868818 | Consulting | $1,517,162 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $269,245 |
Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $186,623 |
LEGG MASON3 years Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 21 · EIN 52-1200960 | Bank Trustee | $176,975 |
Service code 28 · EIN 20-8058531 | Investment Management | $170,054 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $131,846 |
UNITED AIRLINES, INC.2 years Filed as: UNITED AIRLINES, INC Service code 14 · EIN 74-2099724 | Plan Administrator | $88,370 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $17,958 |
RHUMBLINE ADVISORS3 years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $10,963 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 11.18% | 13.51%-2.3pp | 14.84%-3.7pp | 13.51%-2.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $37,950-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |