Filed February 10, 2009
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 9-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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $98,025 |
HUNTER AND ASSOCIATES1+ years Service code 71 · EIN 25-1681448 | Brokerage Fees | $33,547 |
FARMERS TRUST COMPANY1+ years Service code 13 · EIN 34-1853512 | Contract Administrator | $33,374 |
HACK WEALTH MANAGEMENT1+ years Filed as: HACK, STEER AND COMPANY, LLC. Service code 10 · EIN 20-5607042 314 EAST SECOND STREET · SALEM, OH 44460 | Accounting | $6,066 |
API EFFICIENT FRONTIER1+ years Service code 72 · EIN 54-1473607 | Other investment fees and expenses | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL WORLD BOND FUND Service code 72 · EIN 95-6864454 | Other investment fees and expenses | $0 |
EATON VANCE1+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EMERALD FUNDS1+ years Filed as: EMERALD FRWD BKG AND FIN A Service code 72 · EIN 23-2882135 | Other investment fees and expenses | $0 |
EMERALD INSIGHTS FUND1+ years Service code 72 · EIN 46-5683345 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE1+ years Filed as: EMRALD INSIGHTS FUND Service code 72 | Other investment fees and expenses | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -2.40% | -0.96%-1.4pp | -2.00%-0.4pp | -0.60%-1.8pp |
| Employer contribution / active EE | $3,012 | $6,828-55.9% | $34,470-91.3% | $12,272-75.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |