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 LLC3+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $616,808 |
PIER CAPITAL, LLC3+ years Filed as: PIER CAPITAL Service code 28 · EIN 86-1105603 | Investment Management | $107,191 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $96,851 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $81,107 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 28 · EIN 04-3270358 | Investment Management | $74,299 |
HILLSWICK ASSET MANAGEMENT3+ years Filed as: HILLSWICK ASSET MGMT Service code 28 600 SUMMER STREET SUITE 203 · STAMFORD, CT 06901 | Investment Management | $64,077 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $61,582 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $42,013 |
MCKONLY & ASBURY LLP3+ years Service code 10 · EIN 23-1909723 | Accounting | $22,807 |
Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $21,873 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 16.26% | 79.68%-63.4pp | 16.78%-0.5pp | 23.90%-7.6pp |
| Employer contribution / active EE | $13,860 | $21,735-36.2% | $26,328-47.4% | $16,539-16.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |