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 LLC2 years Service code 11 · EIN 53-0191291 | Actuarial | $154,021 |
ARNERICH MASSENA6+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 27 · EIN 91-1119274 | Advisory (Plan) | $82,000 |
Service code 28 · EIN 56-6669869 | Investment Management | $42,215 |
US BANK6+ years Filed as: US BANK, N.A. Service code 21 · EIN 41-6271370 | Bank Trustee | $36,956 |
ITHAKA GROUP, LLC6+ years Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $17,979 |
Filed as: MILLER, NASH, GRAHAM, & DUNN Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $15,325 |
ELK CREEK PARTNERS, LLC6+ years Service code 28 · EIN 27-5463196 | Investment Management | $13,251 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 8.52% | 10.60%-2.1pp | -2.84%+11.4pp | 627.08%-618.6pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |