Filed December 8, 1994
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 5-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $201,591 |
USI CONSULTING GROUP1+ years Service code 13 · EIN 06-1053228 | Contract Administrator | $60,619 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON OF PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $48,584 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $25,230 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $14,893 |
ROBINSON & COLE LLP1+ years Filed as: ROBINSON& COLE LLP Service code 29 · EIN 06-0512640 | Legal | $833 |
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.91% | -1.56%-1.3pp | -3.43%+0.5pp | 2.81%-5.7pp |
| Employer contribution / active EE | $17,608 | $14,048+25.3% | $25,607-31.2% | $16,358+7.6% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |