Filed November 16, 2007
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 4-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 23-1159360 | Actuarial | $675,002 |
NEPC, LLC4+ years Service code 28 · EIN 04-2927339 | Investment Management | $69,741 |
Filed as: LEGAL & GENERAL INV MGT (AMERICA) Service code 28 | Investment Management | $57,584 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $46,298 |
ROBINSON & COLE LLP4+ years Service code 29 · EIN 06-0512640 | Legal | $37,590 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $12,842 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $12,000 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 17 | Pension Consulting | $7,976 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -3.94% | -0.75%-3.2pp | 4.36%-8.3pp | -82.66%+78.7pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |