Filed June 30, 1995
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 8-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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $88,709 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN SPONSOR ADVISORS Service code 11 · EIN 20-1079566 | Actuarial | $32,024 |
PENSION LIVE, LLC1+ years Filed as: PENSION LIVE LLC Service code 14 · EIN 26-2239692 | Plan Administrator | $20,816 |
BMO HARRIS BANK NA1+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $18,526 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 11 · EIN 35-0921680 | Actuarial | $13,000 |
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 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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -1.58% | -1.56%0pp | -3.43%+1.8pp | 2.81%-4.4pp |
| Employer contribution / active EE | $29,730 | $14,048+111.6% | $25,607+16.1% | $16,358+81.7% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |