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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $561,909 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 50 · EIN 52-1868818 | Direct Payment | $246,987 |
THE BANK OF NEW YORK MELLON4 years Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $55,961 |
CROWE LLP5+ years Service code 10 · EIN 35-0921680 | Accounting | $37,170 |
Filed as: IR&M LONG CORPORATE Service code 28 · EIN 37-6567224 | Investment Management | $25,930 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 20-8058531 | Investment Management | $24,738 |
BLACK & PINCKARD LLC3 years Filed as: BLACK ROCK MSCI ACWI Service code 21 · EIN 45-1743707 | Bank Trustee | $11,203 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | -12.94% | 7.97%-20.9pp | 7.70%-20.6pp | 37.74%-50.7pp |
| Employer contribution / active EE | $26,200 | $15,841+65.4% | $28,478-8.0% | $15,781+66.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |