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 LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $48,176 |
TIAA2 years Service code 12 · EIN 13-1624203 | Claims processing; Participant commun... | $45,513 |
MALONEY & NOVOTNY LLC3+ years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Accounting | $18,500 |
TIAA2 years Filed as: TIAA-CREF TRUST COMPANY FSB Service code 25 · EIN 43-1814494 211 NORTH BROADWAY · ST LOUIS, MO 63102 | Directed Trustee | $15,195 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 4.86% | 33.37%-28.5pp | -0.33%+5.2pp | 33.37%-28.5pp |
| Employer contribution / active EE | $9,899 | $11,253-12.0% | $25,782-61.6% | $11,253-12.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |