Filed November 8, 2016
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 3-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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENTS Service code 22 200 EAST RANDOLPH STREET, STE 1500 · CHICAGO, IL 60601 | Insurance Broker | $75,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $71,922 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 · EIN 66-0175278 | Bank Trustee | $61,100 |
GROOM LAW GROUP3+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $37,600 |
MPS COMMUNICATIONS1 year Service code 38 2551 INDUSTRY LANE · NORRISTOWN, PA 19403 | Participant Communication | $27,383 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $26,969 |
Filed as: PIETRANTONI MENDEZ & ALVAREZ Service code 10 POPULAR CENTER 19TH FLOOR · SAN JUAN, PR 00918 | Accounting | $26,300 |
BANKS, FINLEY, WHITE & CO.3+ years Filed as: BANKS, FINLEY, WHITE & COMPANY Service code 10 · EIN 63-0834690 | Accounting | $7,932 |
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 3.25% | 10.73%-7.5pp | 337.46%-334.2pp | 10.21%-7.0pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |