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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $218,185 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0175278 | Bank Trustee | $87,163 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $20,631 |
BANKS, FINLEY, WHITE & CO.1+ years Filed as: BANKS, FINLEY, WHITE & COMPANY Service code 10 · EIN 63-0834690 | Accounting | $7,413 |
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 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 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | -2.36% | -3.35%+1.0pp | -0.97%-1.4pp | -2.16%-0.2pp |
| Employer contribution / active EE | $0 | $38,959-100.0% | $22,441-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |