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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $162,928 |
THE VANGUARD GROUP, INC.6+ years Service code 10 · EIN 23-1945930 | Accounting | $89,680 |
PKF O'CONNOR DAVIES, LLP6+ years Service code 10 · EIN 27-1728945 | Accounting | $22,100 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $146,045-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 12.5%-12.5pp | 1.7%-1.7pp |
| Annual return | 13.30% | 627.08%-613.8pp | 9.55%+3.8pp | 627.08%-613.8pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $39,797-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $130-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |