Filed January 12, 2010 (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 9-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 |
|---|---|---|
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 | Actuarial | $118,994 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,529 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $25,194 |
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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -20.54% | -15.49%-5.0pp | -4.80%-15.7pp | 39.77%-60.3pp |
| Employer contribution / active EE | $2,834 | $9,399-69.8% | $30,897-90.8% | $19,959-85.8% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |