Filed January 15, 2008
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 LLC10+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $480,094 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $404,342 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $71,642 |
MCSOLEY MCCOY & CO10+ years Service code 10 · EIN 03-0327374 | Accounting | $25,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 4.82% | 7.65%-2.8pp | 4.95%-0.1pp | 7.65%-2.8pp |
| Employer contribution / active EE | $36,946 | $20,599+79.4% | $20,917+76.6% | $20,599+79.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |