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 Service code 11 · EIN 23-1159360 | Actuarial | $265,000 |
Filed as: PENSION BENEFIT GUARANTEE CORP Service code 23 · EIN 52-1042410 | Insurance services | $201,882 |
NEPC, LLC2+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $111,292 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $50,385 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGMENT CORP Service code 21 · EIN 25-1442864 | Bank Trustee | $49,683 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $24,300 |
ROBINSON & COLE LLP2+ years Service code 29 · EIN 06-0512640 | Legal | $7,362 |
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.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 5.65% | 7.64%-2.0pp | 7.98%-2.3pp | 11.88%-6.2pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |