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 |
|---|---|---|
TIAA8 years Service code 12 · EIN 13-1624203 | Participant communication; Claims pro... | $54,300 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Actuarial | $52,857 |
MALONEY & NOVOTNY LLC9+ years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Accounting | $28,100 |
TIAA8 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 10.43% | 8.76%+1.7pp | 7.82%+2.6pp | 8.76%+1.7pp |
| Employer contribution / active EE | $15,999 | $16,627-3.8% | $31,823-49.7% | $16,627-3.8% |
| Participant deferral / active EE | $0 | $888-100.0% | $365-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |