Filed June 15, 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 5-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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $246,769 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $20,050 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 26 · EIN 22-1146430 | Advisory (Participants) | $7,181 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 26 · EIN 94-1347393 | Advisory (Participants) | $1,670 |
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.
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 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | 31.80% | -0.69%+32.5pp | 83.75%-51.9pp | -0.69%+32.5pp |
| Employer contribution / active EE | $16,949 | $16,786+1.0% | $41,592-59.2% | $16,786+1.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |