Filed December 17, 2001
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,665,508 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $223,724 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER AVENUE · CHICAGO, IL 60606 | Investment Management | $113,802 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $108,938 |
Filed as: PRINCIPAL Service code 21 510 N. VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $62,375 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS LLC Service code 49 130 TURNER ST · WALTHAM, MA 02453 | Other Services | $8,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 6.72% | 33.11%-26.4pp | 32.30%-25.6pp | 33.11%-26.4pp |
| Employer contribution / active EE | $1,561 | $9,000-82.7% | $33,955-95.4% | $9,000-82.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |