Filed January 27, 2006 (most recent of 2 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 6-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: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 52-1868816 | Actuarial | $214,430 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $97,466 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $65,154 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 · EIN 34-1542819 | Pension Consulting | $22,080 |
BKD, LLP3+ years Service code 28 · EIN 44-0160260 | Investment Management | $15,550 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 7.72% | 18.28%-10.6pp | 10.53%-2.8pp | 13.95%-6.2pp |
| Employer contribution / active EE | $0 | $11,746-100.0% | $29,360-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |