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, LLC Service code 11 · EIN 53-0181291 | Actuarial | $506,015 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 50 · EIN 52-1868818 | Direct Payment | $217,627 |
THE BANK OF NEW YORK MELLON5 years Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $184,012 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 20-8058531 | Investment Management | $41,589 |
CROWE LLP6+ years Service code 10 · EIN 35-0921680 | Accounting | $26,775 |
Filed as: IR&M LONG CORPORATE Service code 28 · EIN 37-6567224 | Investment Management | $17,198 |
BLACK & PINCKARD LLC4 years Filed as: BLACK ROCK MSCI ACWI Service code 21 · EIN 45-1743707 | Bank Trustee | $11,991 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 18.20% | 9.45%+8.8pp | 5.17%+13.0pp | 7.65%+10.5pp |
| Employer contribution / active EE | $32,222 | $14,895+116.3% | $26,422+22.0% | $20,599+56.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |