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 LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $837,842 |
Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $163,864 |
Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 20-8058531 | Investment Management | $59,196 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $40,469 |
Filed as: IR&M LONG CORPORATE Service code 28 · EIN 37-6567224 | Investment Management | $35,369 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $30,391 |
BLACKROCK1 year Filed as: BLACKROCK MSCI ACWI Service code 21 · EIN 45-1743707 | Bank Trustee | $30,113 |
Service code 18 · EIN 13-3708654 | Custodial (securities); Custodial (ot... | $7,685 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.16% | 13.15%-4.0pp | -2.84%+12.0pp | 11.45%-2.3pp |
| Employer contribution / active EE | $14,719 | $23,714-37.9% | $33,329-55.8% | $17,219-14.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |