Filed October 31, 2005 (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: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $323,173 |
SCHRODER INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-4064414 | Investment Management | $229,055 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $166,228 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 · EIN 57-1044820 | Legal | $76,516 |
PNC BANK, N.A.3+ years Filed as: PNC ADVISORS, N.A. Service code 28 · EIN 22-1146430 | Investment Management | $59,271 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $29,564 |
MONARCH PRINTING COMPANY1 year Filed as: MONARCH PRINTING Service code 36 · EIN 26-2491511 | Copying and duplicating; Direct payme... | $5,713 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.39% | 79.68%-68.3pp | 16.78%-5.4pp | 23.90%-12.5pp |
| Employer contribution / active EE | $9,009 | $21,735-58.6% | $26,328-65.8% | $16,539-45.5% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |