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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $208,058 |
THE VANGUARD GROUP, INC.3+ years Service code 10 · EIN 23-1945930 | Accounting | $102,896 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $20,035 |
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% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 12.17% | 13.95%-1.8pp | 8.77%+3.4pp | 13.95%-1.8pp |
| Employer contribution / active EE | $11,047 | $16,598-33.4% | $36,356-69.6% | $16,598-33.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |