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 LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $142,385 |
FARMERS TRUST COMPANY4+ years Service code 13 · EIN 34-1853512 | Contract Administrator | $22,959 |
HUNTER AND ASSOCIATES4+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $18,099 |
HACK,STEER AND ASSOCIATES2 years Service code 10 · EIN 20-5607042 | Accounting | $6,776 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN INFLATION LINKED BOND FUND Service code 72 · EIN 45-5527780 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND3 years Service code 72 · EIN 45-3837720 | Other investment fees and expenses | $0 |
EATON VANCE4+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EATON VANCE3 years Filed as: EATON VANCE LARGE CAP VALUE Service code 72 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE1 year Filed as: EMRALD BANKING AND FINANCE FUND Service code 72 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE2 years Service code 72 · EIN 23-2882135 | 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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.96% | -2.48%-3.5pp | -102.03%+96.1pp | 0.19%-6.2pp |
| Employer contribution / active EE | $7,403 | $7,648-3.2% | $36,229-79.6% | $13,763-46.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |