Filed December 19, 1995 (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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FINANCIAL ADVISORS, LLC Service code 27 2551 ROSWELL ROAD · MARIETTA, GA 30062 | Advisory (Plan) | $1,629,807 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $783,440 |
Filed as: WILLIS TOWERS WATSON Service code 16 800 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Consulting | $415,973 |
PPG INDUSTRIES, INC.4 years Service code 10 · EIN 25-0730780 | Accounting | $365,408 |
AON CONSULTING3 years Filed as: AON CORPORATION Service code 21 · EIN 22-2232264 | Bank Trustee | $113,599 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $97,500 |
K&L GATES4 years Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $65,848 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 21 · EIN 04-2723880 | Bank Trustee | $43,269 |
Service code 28 · EIN 95-2755361 | Investment Management | $15,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,474 | $430,560-53.9% | $98,907+100.7% | $106,222+86.8% |
| Participation rate | 83.2% | 86.2%-3.0pp | 76.0%+7.1pp | 70.8%+12.4pp |
| Annual return | 15.00% | 17.89%-2.9pp | 196.43%-181.4pp | 21.69%-6.7pp |
| Employer contribution / active EE | $4,101 | $6,804-39.7% | $2,689+52.5% | $2,723+50.6% |
| Participant deferral / active EE | $4,917 | $9,623-48.9% | $4,244+15.9% | $4,600+6.9% |
| Admin fee / account holder | $162 | $220-26.6% | $6,642-97.6% | $78+106.4% |