Filed July 6, 2004
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 LLC10+ years Filed as: TOWER WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,336,353 |
BLACKROCK5 years Service code 27 40 EAST, 52ND STREET · NEW YORK, NY 10022 | Advisory (Plan) | $668,930 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $307,280 |
Filed as: EVERSHEDS SUTHERLAND LLP Service code 29 · EIN 58-0619407 | Legal | $68,644 |
IRON MOUNTAIN3 years Service code 27 ONE FEDERAL STREET · BOSTON, MA 02110 | Advisory (Plan) | $35,568 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.32% | 10.77%-4.4pp | 9.14%-2.8pp | 10.77%-4.4pp |
| Employer contribution / active EE | $0 | $15,292-100.0% | $21,225-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $22-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |