Filed March 18, 2008 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 12 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Claims processing | $142,326 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $55,308 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO. Service code 12 · EIN 06-1050034 280 TRUMBULL ST · HARTFORD, CT 06103 | Claims processing | $26,010 |
SQUIRE PATTON BOGGS US LLP1+ years Filed as: SQUIRE SANDERS & DEMPSEY (US) LLP Service code 12 · EIN 34-0648199 4900 KEY TOWER · CLEVELAND, OH 44114 | Claims processing | $24,922 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Claims processing | $5,071 |
MCDONALD PARTNERS LLC1+ years Filed as: MCDONALD PARTNERS Service code 12 959 W. ST. CLAIR AVE · CLEVELAND, OH 44113 | Claims processing | $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.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $535,792-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | -3.44% | -0.76%-2.7pp | -4.05%+0.6pp | -0.76%-2.7pp |
| Employer contribution / active EE | $0 | $3,556-100.0% | $23,870-100.0% | $3,556-100.0% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $23,039-100.0% | - |