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 LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $925,528 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $266,757 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $177,837 |
HUNTINGTON NATIONAL BANK3+ years Filed as: HUNTINGTON BANK Service code 21 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Bank Trustee | $55,948 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-1309931 | Investment Management | $47,707 |
GBQ PARTNERS3+ years Service code 10 · EIN 20-2122306 | Accounting | $17,100 |
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 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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -6.41% | -4.13%-2.3pp | -2.99%-3.4pp | -82.66%+76.3pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |