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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 23-1159360 | Actuarial | $229,750 |
NEPC, LLC3+ years Service code 17 · EIN 04-2927339 | Pension Consulting | $91,185 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $65,576 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $49,895 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $25,250 |
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% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 12.08% | 18.28%-6.2pp | 10.53%+1.6pp | 13.95%-1.9pp |
| Employer contribution / active EE | $105,921 | $11,746+801.8% | $29,360+260.8% | $16,598+538.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |