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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $265,000 |
NEPC, LLC1+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $88,383 |
Filed as: PENSION BENEFIT GUARANTEE CORP Service code 23 · EIN 52-1042410 | Insurance services | $81,021 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGMENT CORP Service code 21 · EIN 25-1442864 | Bank Trustee | $73,486 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $51,167 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $23,175 |
ROBINSON & COLE LLP1+ years Service code 29 · EIN 06-0512640 | Legal | $5,253 |
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.
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.
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -3.40% | -0.81%-2.6pp | -2.90%-0.5pp | 2.81%-6.2pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |