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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Actuarial | $645,366 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 14 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Plan Administrator | $284,799 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $200,000 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 14 1 LIBERTY STREET · NEW YORK, NY 10006 | Plan Administrator | $110,008 |
BLACKROCK9+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $68,615 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $57,017 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 1570 FRUITVILLE PIKE, SUITE 400 · LANCASTER, PA 17601 | Accounting | $29,750 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $14,203 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.94% | 7.97%-1.0pp | 7.70%-0.8pp | 37.74%-30.8pp |
| Employer contribution / active EE | $0 | $15,841-100.0% | $28,478-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |