Filed August 29, 2006 (most recent of 3 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 |
|---|---|---|
PENSION ASSURANCE LLP10+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $682,329 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $437,725 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $61,354 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $45,500 |
BLACKROCK4 years Service code 28 · EIN 30-0587659 | Investment Management | $10,554 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $729 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 1.36% | 8.50%-7.1pp | 9.84%-8.5pp | 8.76%-7.4pp |
| Employer contribution / active EE | $10,976 | $11,009-0.3% | $30,320-63.8% | $16,627-34.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |