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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 12 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Claims processing | $135,596 |
KEY BANK NATIONAL ASSOCIATION2+ years Filed as: KEY BANK Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $114,521 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO. Service code 12 · EIN 06-1050034 280 TRUBMULL ST · HARTFORD, CT 06103 | Claims processing | $26,118 |
SQUIRE PATTON BOGGS US LLP2+ years Filed as: SQUIRE SANDERS & DEMPSEY (US) LLP Service code 12 · EIN 34-0648199 4900 KEY TOWER · CLEVELAND, OH 44114 | Claims processing | $11,994 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Claims processing | $4,812 |
MCDONALD PARTNERS LLC2+ years Filed as: MCDONALD PARTNERS Service code 12 959 W. ST. CLAIRE 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.
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 | $59,704-100.0% | $567,892-100.0% | $59,704-100.0% |
| Participation rate | 0.0% | 30.5%-30.5pp | 100.0%-100.0pp | 30.5%-30.5pp |
| Annual return | 5.99% | 6.59%-0.6pp | 5.58%+0.4pp | 6.59%-0.6pp |
| Employer contribution / active EE | $0 | $6,727-100.0% | $14,683-100.0% | $6,727-100.0% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $299-100.0% | $22,247-100.0% | $299-100.0% |