Filed March 17, 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 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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $374,793 |
BRANDES INVESTMENT PARTNERS1+ years Service code 28 · EIN 33-0090873 | Investment Management | $173,319 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $131,283 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 28 191 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $126,875 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $123,029 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $81,263 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $19,000 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $18,269 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $14,559 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -3.24% | -1.64%-1.6pp | 16.23%-19.5pp | -0.60%-2.6pp |
| Employer contribution / active EE | $19,495 | $19,166+1.7% | $17,605+10.7% | $12,272+58.9% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |