Filed September 23, 2009 (most recent of 3 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 · EIN 53-0181291 | Actuarial | $563,093 |
MERCER2 years Filed as: MERCER (U.S.) INC. Service code 28 · EIN 13-2834414 | Investment Management | $381,047 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $61,472 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $26,385 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.93% | 3.60%+1.3pp | 4.95%0pp | 8.76%-3.8pp |
| Employer contribution / active EE | $25,607 | $20,793+23.2% | $20,917+22.4% | $16,627+54.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |