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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $129,334 |
HUNTER AND ASSOCIATES2+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $31,696 |
FARMERS TRUST COMPANY2+ years Service code 13 · EIN 34-1853512 | Contract Administrator | $30,280 |
Service code 17 17 AUGUST RD SUITE 110 · SIMBURY, CT 06070 | Pension Consulting | $7,500 |
Filed as: HACK STEER AND ASSOCIATES Service code 10 · EIN 20-5607042 | Accounting | $6,481 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN INFLATION LINKED BOND FUND Service code 72 · EIN 45-5527780 | Other investment fees and expenses | $0 |
API EFFICIENT FRONTIER2+ years Service code 72 · EIN 54-1473607 | Other investment fees and expenses | $0 |
Service code 72 · EIN 45-3837720 | Other investment fees and expenses | $0 |
EATON VANCE2+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EATON VANCE1 year Filed as: EATON VANCE LARGE CAP VALUE Service code 72 · EIN 04-6006714 | 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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 8.55% | 5.09%+3.5pp | 5.00%+3.5pp | 7.18%+1.4pp |
| Employer contribution / active EE | $3,725 | $7,393-49.6% | $35,918-89.6% | $13,095-71.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |