Filed March 6, 2005
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 4-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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $271,503 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $255,796 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-1309931 | Investment Management | $224,777 |
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON BANK Service code 21 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Bank Trustee | $84,138 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $82,500 |
GBQ PARTNERS2+ years Service code 10 · EIN 20-2122306 | Accounting | $15,550 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 9.34% | 11.20%-1.9pp | 9.60%-0.3pp | 13.95%-4.6pp |
| Employer contribution / active EE | $0 | $27,489-100.0% | $45,595-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |