Filed October 9, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE, SUTIE 1500 · CLEVELAND, OH 441141172 | Actuarial | $144,825 |
TIAA1+ years Filed as: TIAA-CREF Service code 21 · EIN 43-1814494 | Bank Trustee | $52,871 |
MALONEY & NOVOTNY LLC1+ years Service code 10 · EIN 34-0677006 | Accounting | $18,250 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER HOSTETLER Service code 21 · EIN 34-0082025 | Bank Trustee | $3,954 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | -4.95% | 9.19%-14.1pp | 1.69%-6.6pp | 9.19%-14.1pp |
| Employer contribution / active EE | $4,728 | $12,608-62.5% | $24,295-80.5% | $12,608-62.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |