Filed November 15, 2001 (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 |
|---|---|---|
SEI INVESTMENTS5+ years Service code 28 · EIN 04-2452803 | Investment Management | $147,026 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $37,846 |
MITCHELL & TITUS, LLP5+ years Service code 10 · EIN 13-2781641 | Accounting | $25,375 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $12,727 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $9,053 |
GAMCO ASSET MANAGEMENT5+ years Service code 28 · EIN 13-4044521 | Investment Management | $5,283 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 18.73% | 13.75%+5.0pp | 8.22%+10.5pp | 53.27%-34.5pp |
| Employer contribution / active EE | $9,980 | $13,858-28.0% | $46,636-78.6% | $14,774-32.4% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |