Filed June 26, 1992
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 6-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 |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $252,085 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $10,932 |
UNITED FORMS FINISHING3 years Filed as: UNITED FORMS FINISHING GROUP Service code 36 · EIN 22-2378813 | Copying and duplicating | $6,977 |
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.
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 21.08% | 15.89%+5.2pp | 10.78%+10.3pp | 21.83%-0.8pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $41,857-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |