Filed October 18, 2004
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 Service code 11 · EIN 23-1159360 | Actuarial | $4,094,662 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,839,609 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON CO. ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $860,644 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $610,263 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $304,300 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $299,072 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $131,250 |
AYCO1+ years Filed as: AYCO CO. LP Service code 99 · EIN 14-1775643 | Other Fees | $70,000 |
GIBSON CAPITAL, LLC1+ years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $49,083 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 4.69% | 7.64%-2.9pp | 4.74%0pp | 10.64%-6.0pp |
| Employer contribution / active EE | $10,532 | $7,500+40.4% | $36,089-70.8% | $11,561-8.9% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |