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 INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $1,509,489 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $271,368 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $149,044 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $87,045 |
MEADEN & MOORE, LTD.4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,587-100.0% | - | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | - | 24.3%-24.3pp |
| Annual return | -3.58% | -0.38%-3.2pp | -3.96%+0.4pp | -0.38%-3.2pp |
| Employer contribution / active EE | $0 | $6,100-100.0% | $0 | $6,100-100.0% |
| Participant deferral / active EE | $0 | $2,584-100.0% | - | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |