Filed March 9, 2004 (most recent of 2 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 LLC10+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $476,039 |
SEI INVESTMENTS7 years Service code 28 · EIN 23-1707341 | Investment Management | $413,821 |
THE BANK OF NEW YORK MELLON8 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $90,754 |
MCKONLY & ASBURY LLP10+ years Service code 10 · EIN 23-1909723 | Accounting | $27,872 |
SQUIRE PATTON BOGGS US LLP5 years Filed as: SQUIRE PATTON BOGGS Service code 29 · EIN 34-0648199 | Legal | $17,589 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 5.04% | 9.45%-4.4pp | 5.17%-0.1pp | 7.65%-2.6pp |
| Employer contribution / active EE | $1,213 | $14,895-91.9% | $26,422-95.4% | $20,599-94.1% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |