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 Filed as: TOWERS WATSON Service code 11 · EIN 22-1159360 | Actuarial | $244,626 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON GSS COMPENSATION Service code 21 · EIN 25-0065306 | Bank Trustee | $135,262 |
PNC BANK, N.A.2+ years Filed as: PNC CAPITAL ADVISORS Service code 21 · EIN 27-0640560 | Bank Trustee | $77,540 |
MORISON COGEN LLP2+ 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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 9.03% | 3.15%+5.9pp | 1.15%+7.9pp | 7.18%+1.8pp |
| Employer contribution / active EE | $8,615 | $18,767-54.1% | $26,339-67.3% | $13,095-34.2% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |