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. $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 9-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 |
|---|---|---|
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $307,351 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $213,171 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 36-2235791 | Recordkeeping | $91,229 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $26,012 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $22,135 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $18,497 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $9,251 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 4.54% | 9.32%-4.8pp | 10.54%-6.0pp | 9.30%-4.8pp |
| Employer contribution / active EE | $4,040 | $14,511-72.2% | $26,782-84.9% | $12,557-67.8% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |