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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 22-1159360 | Actuarial | $302,304 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON GSS COMPENSATION Service code 21 · EIN 25-0065306 | Bank Trustee | $157,001 |
PNC BANK, N.A.1+ years Filed as: PNC CAPITAL ADVISORS Service code 21 · EIN 27-0640560 | Bank Trustee | $148,527 |
MORISON COGEN LLP1+ years Service code 10 · EIN 23-1406493 | Accounting | $18,000 |
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -0.93% | -3.37%+2.4pp | 16.23%-17.2pp | 1.67%-2.6pp |
| Employer contribution / active EE | $14,184 | $15,879-10.7% | $17,605-19.4% | $10,506+35.0% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |