Filed July 31, 1989
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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $1,423,853 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $354,231 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $142,856 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $130,350 |
MEADEN & MOORE, LTD.3+ years Service code 10 · EIN 34-1818258 | Accounting | $11,800 |
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.
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 | $23,631-100.0% | - | $23,631-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | - | 73.9%-73.9pp |
| Annual return | 14.85% | 13.60%+1.3pp | 13.19%+1.7pp | 13.60%+1.3pp |
| Employer contribution / active EE | $11,814 | $8,926+32.4% | $11,8140% | $8,926+32.4% |
| Participant deferral / active EE | $0 | $3,495-100.0% | - | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |