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 LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $433,883 |
Service code 28 · EIN 56-6669869 | Investment Management | $83,675 |
ARNERICH MASSENA4+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 27 · EIN 91-1119274 | Advisory (Plan) | $82,000 |
US BANK4+ years Filed as: US BANK, N.A. Service code 21 · EIN 41-6271370 | Bank Trustee | $35,833 |
Filed as: MILLER, NASH, GRAHAM, & DUNN Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $25,685 |
ELK CREEK PARTNERS, LLC4+ years Service code 28 · EIN 27-5463196 | Investment Management | $24,056 |
ITHAKA GROUP, LLC4+ years Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $21,494 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -5.30% | 7.01%-12.3pp | 12.68%-18.0pp | 0.19%-5.5pp |
| Employer contribution / active EE | $73,801 | $12,638+484.0% | $22,860+222.8% | $13,763+436.2% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |