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 | $415,959 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $297,898 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 81-4312679 | Pension Consulting | $45,953 |
ELLIOTT DAVIS, LLC4 years Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $45,000 |
BLACKROCK1 year Service code 27 · EIN 94-2948313 | Advisory (Plan) | $4,488 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.98% | 7.96%-6.0pp | 5.17%-3.2pp | 8.76%-6.8pp |
| Employer contribution / active EE | $9,135 | $15,125-39.6% | $26,422-65.4% | $16,627-45.1% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |