Filed August 1, 2001
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 Service code 11 26555 EVERGREEN RD STE 1600 · SOUTHFIELD, MI 48076 | Actuarial | $180,303 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC Service code 27 · EIN 04-2955404 | Advisory (Plan) | $57,898 |
MARQUETTE ASSOCIATES9 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $32,656 |
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 27 222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $26,536 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $25,279 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 6.39% | 10.71%-4.3pp | 10.48%-4.1pp | 10.71%-4.3pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $34,979-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |