Filed January 4, 2002
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 9-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 Service code 11 · EIN 53-0181291 | Actuarial | $576,842 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $23,622 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
ALIRT INSURANCE RESEARCH1 year Service code 49 200 DAY HILL ROAD · WINDSOR, CT 06095 | Other Services | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | -4.20% | 10.03%-14.2pp | 9.84%-14.0pp | 13.05%-17.2pp |
| Employer contribution / active EE | $0 | $31,905-100.0% | $30,320-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |