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 |
|---|---|---|
Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $218,324 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $48,188 |
TIAA1 year Service code 12 · EIN 13-1624203 | Claims processing; Participant commun... | $41,941 |
MALONEY & NOVOTNY LLC2+ years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Accounting | $18,250 |
TIAA1 year Filed as: TIAA-CREF TRUST COMPANY FSB Service code 25 · EIN 43-1814494 211 NORTH BROADWAY · ST LOUIS, MO 63102 | Directed Trustee | $15,330 |
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 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 7.09% | 17.84%-10.8pp | 9.35%-2.3pp | 17.84%-10.8pp |
| Employer contribution / active EE | $6,934 | $14,688-52.8% | $25,504-72.8% | $14,688-52.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $1,066-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |