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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $395,000 |
Filed as: WTW Service code 11 · EIN 53-0181291 | Actuarial | $148,000 |
AON CONSULTING1 year Filed as: AON Service code 14 555 LANCASTER AVE. · RADNOR, PA 19087 | Plan Administrator | $72,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $20,000 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $9,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 7.72% | 8.91%-1.2pp | 7.32%+0.4pp | 13.24%-5.5pp |
| Employer contribution / active EE | $4,154 | $13,306-68.8% | $23,426-82.3% | $14,616-71.6% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |