Filed December 30, 2009
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 DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $235,024 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES Service code 17 · EIN 94-2192581 | Pension Consulting | $72,007 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 26 · EIN 25-1211909 | Advisory (Participants) | $60,953 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP. Service code 10 · EIN 39-0859910 | Accounting | $11,330 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.60% | 5.09%+1.5pp | 5.00%+1.6pp | 7.18%-0.6pp |
| Employer contribution / active EE | $10,673 | $7,393+44.4% | $35,918-70.3% | $13,095-18.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |