Filed October 21, 2013
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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $89,771 |
BANCO POPULAR DE PUERTO RICO9+ years Service code 25 · EIN 66-0175278 | Directed Trustee | $56,683 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $24,800 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 13 · EIN 36-3051915 | Contract Administrator | $10,600 |
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 | $101,802-100.0% | $101,802-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 7.15% | 7.69%-0.5pp | 9.51%-2.4pp | 24.42%-17.3pp |
| Employer contribution / active EE | $750,000 | $34,561+2070.1% | $23,377+3108.3% | $41,338+1714.3% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,079-100.0% |