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 BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $72,438 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON OF PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $42,012 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 | Advisory (Plan) | $38,275 |
USI CONSULTING GROUP2+ years Service code 13 · EIN 06-1053228 | Contract Administrator | $32,235 |
BLUM SHAPIRO2+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $15,729 |
FIRST STATE TRUST COMPANY2+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $13,054 |
ROBINSON & COLE LLP2+ years Filed as: ROBINSON& COLE LLP Service code 29 · EIN 06-0512640 | Legal | $8,093 |
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.
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 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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 0.84% | 16.85%-16.0pp | 5.44%-4.6pp | 11.88%-11.0pp |
| Employer contribution / active EE | $15,652 | $10,313+51.8% | $25,481-38.6% | $14,612+7.1% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |