Filed September 8, 1992 (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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $2,287,706 |
BALLARD SPAHR LLP1+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $74,579 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON RETIREMENT SERVICES Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,750 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 17 · EIN 13-4008324 | Pension Consulting | $30,000 |
BKD, LLP1+ years Filed as: PADGETT, STRATEMANN, & CO Service code 10 · EIN 74-1650885 | Accounting | $25,000 |
SISTERSON & CO. LLP1+ years Service code 10 · EIN 25-1467156 | Accounting | $9,686 |
Participant 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 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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | 0.27% | -0.81%+1.1pp | -2.90%+3.2pp | 2.81%-2.5pp |
| Employer contribution / active EE | $1,203,444 | $22,644+5214.6% | $27,990+4199.5% | $16,358+7256.9% |
| Participant deferral / active EE | $23,875 | $1,376+1635.6% | $137+17322.6% | $775+2981.4% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |