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 year Service code 13 · EIN 36-2235791 | Contract Administrator | $317,603 |
BRANDES INVESTMENT PARTNERS3+ years Service code 28 · EIN 33-0704072 | Investment Management | $174,019 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $140,443 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 28 191 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $127,500 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $89,900 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 28 · EIN 04-3270358 | Investment Management | $72,832 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 21 111 W. MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $40,695 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $31,368 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $18,420 |
Filed as: HIGHLAND CAPITAL Service code 28 7 TIMES SQUARE, SUITE 4304 · NEW YORK, NY 10036 | Investment Management | $12,450 |
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.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 15.20% | 14.20%+1.0pp | 11.12%+4.1pp | 23.90%-8.7pp |
| Employer contribution / active EE | $26,890 | $28,371-5.2% | $22,651+18.7% | $16,539+62.6% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |