Filed July 9, 1997
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 |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M. VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $504,632 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $387,330 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $159,294 |
Service code 29 · EIN 41-0244008 | Legal | $61,592 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, INC. Service code 50 · EIN 94-2856521 | Direct Payment | $5,828 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | 7.72% | 9.45%-1.7pp | 5.16%+2.6pp | 7.65%+0.1pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,442-100.0% | $20,599-100.0% |
| 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% |