Filed March 27, 2015 (most recent of 2 filings on file)
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 10-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: FIDELITY MANAGEMENT CO Service code 14 · EIN 04-2723880 | Plan Administrator | $351,358 |
WILLIS TOWERS WATSON US LLC5 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $233,727 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 81-4312679 | Pension Consulting | $27,293 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $22,300 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL Service code 17 · EIN 52-1236150 | Pension Consulting | $7,211 |
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 | $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 | 26.68% | 7.97%+18.7pp | 7.70%+19.0pp | 37.74%-11.1pp |
| Employer contribution / active EE | $7,667 | $15,841-51.6% | $28,478-73.1% | $15,781-51.4% |
| 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% |