Filed August 14, 2009 (most recent of 5 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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $154,107 |
Service code 28 · EIN 56-6669869 | Investment Management | $95,144 |
ARNERICH MASSENA1+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 27 · EIN 91-1119274 | Advisory (Plan) | $82,000 |
US BANK1+ years Filed as: US BANK, N.A. Service code 21 · EIN 41-6271370 | Bank Trustee | $34,866 |
ELK CREEK PARTNERS, LLC1+ years Service code 28 · EIN 27-5463196 | Investment Management | $20,763 |
ITHAKA GROUP, LLC1+ years Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $16,910 |
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 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.41% | -0.43%-1.0pp | -3.43%+2.0pp | -0.60%-0.8pp |
| Employer contribution / active EE | $41,935 | $10,132+313.9% | $25,607+63.8% | $12,272+241.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |