Filed January 30, 1991
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 7-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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $793,611 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $243,466 |
TROUTMAN SANDERS LLP1+ years Filed as: TROUTMAN SANDERS Service code 29 · EIN 58-0946915 | Legal | $110,840 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL AND GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $71,680 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $64,833 |
BENXL TECHNOLOGIES, INC1+ years Service code 11 · EIN 23-2694597 | Actuarial | $55,010 |
Filed as: IR&M LONG CORPORATION Service code 28 · EIN 37-6567224 | Investment Management | $52,858 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $15,150 |
INTERMED U.S.1+ years Service code 18 · EIN 13-3708654 | Custodial (other than securities); Cu... | $6,130 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 54071.77% | 221.56%+53850.2pp | 29.77%+54042.0pp | 53.27%+54018.5pp |
| Employer contribution / active EE | $17,983 | $12,096+48.7% | $33,607-46.5% | $14,774+21.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |