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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 12 1001 LAKESIDE AVE · CLEVELAND, OH 44114 | Claims processing | $241,882 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY BANK Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $128,799 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO. Service code 12 280 TRUMBULL ST · HARTFORD, CT 06103 | Claims processing | $22,951 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Claims processing | $10,980 |
MCDONALD PARTNERS LLC4+ 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.
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 | $102,087-100.0% | $603,211-100.0% | $102,087-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 100.0%-100.0pp | 70.0%-70.0pp |
| Annual return | -1.92% | -1.07%-0.9pp | 1.28%-3.2pp | -1.07%-0.9pp |
| Employer contribution / active EE | $0 | $9,331-100.0% | $17,203-100.0% | $9,331-100.0% |
| Participant deferral / active EE | $0 | $2,666-100.0% | $9,661-100.0% | $2,666-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $27,484-100.0% | $172-100.0% |