Filed October 3, 2002 (most recent of 2 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 Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $189,236 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $121,814 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 06-0571640 | Directed Trustee | $32,484 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 7.47% | 3.15%+4.3pp | 1.15%+6.3pp | 7.18%+0.3pp |
| Employer contribution / active EE | $21,127 | $18,767+12.6% | $26,339-19.8% | $13,095+61.3% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |