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: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $43,543 |
TIAA3 years Service code 12 · EIN 13-1624203 | Participant communication; Claims pro... | $38,690 |
MALONEY & NOVOTNY LLC4+ years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Accounting | $18,500 |
TIAA3 years Filed as: TIAA-CREF TRUST COMPANY FSB Service code 25 · EIN 43-1814494 211 NORTH BROADWAY · ST LOUIS, MO 63102 | Directed Trustee | $15,165 |
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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 1.38% | 21.83%-20.5pp | 8.97%-7.6pp | 21.83%-20.5pp |
| Employer contribution / active EE | $10,743 | $12,237-12.2% | $37,026-71.0% | $12,237-12.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |