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 LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $620,551 |
THE BANK OF NEW YORK MELLON3 years Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $167,919 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 20-8058531 | Investment Management | $78,977 |
CROWE LLP4+ years Service code 10 · EIN 35-0921680 | Accounting | $41,129 |
Filed as: IR&M LONG CORPORATE Service code 28 · EIN 37-6567224 | Investment Management | $32,928 |
BLACK & PINCKARD LLC2 years Filed as: BLACK ROCK MSCI ACWI Service code 21 · EIN 45-1743707 | Bank Trustee | $27,899 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 13-3708654 | Custodial (other than securities); Cu... | $5,220 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -44.97% | 1.88%-46.8pp | -5.16%-39.8pp | 2.77%-47.7pp |
| Employer contribution / active EE | $23,548 | $8,732+169.7% | $31,020-24.1% | $15,262+54.3% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |