Filed September 15, 1992 (most recent of 2 filings on file)
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 10-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 DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $268,490 |
THE VANGUARD GROUP, INC.1+ years Service code 10 · EIN 23-1945930 | Accounting | $81,245 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $18,723 |
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.
Employer contribution per participant 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% | $154,906-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 21.1%-21.1pp | 4.3%-4.3pp |
| Annual return | -2.88% | 2.81%-5.7pp | -0.22%-2.7pp | 2.81%-5.7pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $35,165-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $80-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,675-100.0% | $1,639-100.0% |