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 |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $108,264 |
USI CONSULTING GROUP3+ years Service code 13 · EIN 06-1053228 | Contract Administrator | $34,712 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON OF PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $28,577 |
WELL AND GOOD LLC1 year Filed as: WELL FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $19,203 |
BLUM SHAPIRO3+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $16,303 |
ROBINSON & COLE LLP3+ years Filed as: ROBINSON& COLE LLP Service code 29 · EIN 06-0512640 | Legal | $3,588 |
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.58% | 22.74%-8.2pp | 16.78%-2.2pp | 13.95%+0.6pp |
| Employer contribution / active EE | $34,783 | $16,157+115.3% | $26,328+32.1% | $16,598+109.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |