Filed April 30, 2006 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $552,510 |
RUSSELL TRUST COMPANY9+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 14 · EIN 91-1116938 | Plan Administrator | $311,384 |
MPS COMMUNICATIONS6 years Service code 16 2551 INDUSTRY LANE · NORRISTOWN, PA 19403 | Consulting | $67,721 |
BALLARD SPAHR LLP9+ years Service code 29 · EIN 23-0382195 | Legal | $23,065 |
MAILLIE LLP9+ years Service code 10 · EIN 23-1518888 | Accounting | $14,700 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS PARTNERS Service code 17 130 TURNER STREET · WALTHAM, MA 02453 | Pension Consulting | $12,000 |
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.
Annual investment return 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 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 4.25% | 17.94%-13.7pp | 32.30%-28.1pp | 37.74%-33.5pp |
| Employer contribution / active EE | $8,239 | $10,320-20.2% | $33,955-75.7% | $15,781-47.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |