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 | $459,000 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $233,000 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 14 555 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $80,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $19,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 13.26% | 13.15%+0.1pp | -2.84%+16.1pp | 11.45%+1.8pp |
| Employer contribution / active EE | $13,799 | $23,714-41.8% | $33,329-58.6% | $17,219-19.9% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |