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 | $444,000 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 14 555 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $71,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 1500 MARKET ST. · PHILADELPHIA, PA 191024790 | Actuarial | $66,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $38,000 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,000 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $16,000 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.91% | 79.68%-66.8pp | 16.78%-3.9pp | 23.90%-11.0pp |
| Employer contribution / active EE | $8,099 | $21,735-62.7% | $26,328-69.2% | $16,539-51.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |