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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $76,674 |
TIAA6 years Service code 12 · EIN 13-1624203 | Participant communication; Claims pro... | $55,420 |
MALONEY & NOVOTNY LLC7+ years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Accounting | $17,800 |
TIAA6 years Filed as: TIAA-CREF TRUST COMPANY FSB Service code 25 · EIN 43-1814494 211 NORTH BROADWAY · ST LOUIS, MO 63102 | Directed Trustee | $15,000 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -8.12% | 2.77%-10.9pp | -11.22%+3.1pp | 2.77%-10.9pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $32,882-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |