Filed February 10, 2005 (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 10-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 LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $153,440 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LTD.CO Service code 28 · EIN 74-2798841 | Investment Management | $117,850 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $39,504 |
MATRIX TRUST COMPANY2+ years Service code 20 · EIN 75-3182674 | Trustee (individual) | $35,325 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $20,500 |
HAGEN, KURTH, PERMAN & CO., PS2+ years Filed as: HAGEN, KURTH, PERMAN & CO Service code 10 · EIN 91-1233794 | Accounting | $8,100 |
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.
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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 1.62% | 9.21%-7.6pp | 14.20%-12.6pp | 10.41%-8.8pp |
| Employer contribution / active EE | $9,487 | $20,031-52.6% | $27,968-66.1% | $14,691-35.4% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |