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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $101,495 |
FARMERS TRUST COMPANY2 years Filed as: FARMERS TRUST Service code 13 · EIN 34-1853512 | Contract Administrator | $17,426 |
HUNTER AND ASSOCIATES6+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $13,690 |
HACK,STEER AND ASSOCIATES4 years Service code 10 · EIN 20-5607042 | Accounting | $7,300 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN INFLATION LINKED BOND FUND Service code 72 · EIN 45-5527780 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND5 years Service code 72 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND1 year Filed as: CATALYST DYNAMIC FUND Service code 72 · EIN 45-3837720 | Other investment fees and expenses | $0 |
EATON VANCE1 year Filed as: EATON VANCE ATLANTA SMID A Service code 72 | Other investment fees and expenses | $0 |
EATON VANCE6+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE3 years Filed as: EMRALD BANKING AND FINANCE FUND Service code 72 | Other investment fees and expenses | $0 |
See 1 actuary disclosure with Solo.
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The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 10.96% | 10.64%+0.3pp | 90.60%-79.6pp | 11.45%-0.5pp |
| Employer contribution / active EE | $17,586 | $11,339+55.1% | $32,727-46.3% | $17,219+2.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |