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 LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $429,759 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $105,743 |
HUNTINGTON NATIONAL BANK4+ years Filed as: HUNTINGTON BANK Service code 21 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Bank Trustee | $62,108 |
GBQ PARTNERS4+ years Service code 10 · EIN 20-2122306 | Accounting | $15,000 |
Service code 28 · EIN 04-0025081 | Investment Management | $6,283 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 94-3112180 | Investment Management | $3,489 |
Filed as: LEGAL & GEN. INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $2,577 |
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.
Plan reported a final filing / termination within the last year.
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.4%-47.4pp |
| Annual return | 3.98% | 9.46%-5.5pp | 239.57%-235.6pp | 12.16%-8.2pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |