Filed November 26, 2007 (most recent of 4 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 |
|---|---|---|
ULLICO3+ years Filed as: UNION BANK Service code 28 · EIN 94-0304228 | Investment Management | $604,894 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $457,386 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $245,686 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $97,164 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $7,500 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 38.48% | 26.60%+11.9pp | 10.16%+28.3pp | 17.84%+20.6pp |
| Employer contribution / active EE | $47,605 | $7,232+558.3% | $33,192+43.4% | $14,688+224.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |