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 CONSULTING2+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $255,948 |
BRANDES INVESTMENT PARTNERS2+ years Service code 28 · EIN 33-0090873 | Investment Management | $166,412 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 28 191 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $127,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $87,405 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $83,769 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $62,467 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 28 · EIN 04-3270358 | Investment Management | $21,554 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $19,742 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $12,718 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $12,168 |
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 4.73% | 3.15%+1.6pp | 1.15%+3.6pp | 7.18%-2.5pp |
| Employer contribution / active EE | $25,915 | $18,767+38.1% | $26,339-1.6% | $13,095+97.9% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |