Filed May 18, 2001 (most recent of 6 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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $257,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 64 555 LANCASTER AVE. · RADNOR, PA 19087 | Recordkeeping Fees | $43,000 |
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $43,000 |
Filed as: WILLIS TOWERS WATSON Service code 11 1500 MARKET ST · PHILADELPHIA, PA 191024790 | Actuarial | $31,000 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $25,000 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.50% | 17.94%-11.4pp | 5.44%+1.1pp | 7.18%-0.7pp |
| Employer contribution / active EE | $7,680 | $12,263-37.4% | $25,481-69.9% | $13,095-41.3% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |