Filed January 12, 1994
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 9-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 11 · EIN 53-0181291 | Actuarial | $54,050 |
NORTHERN TRUST COMPANY1+ years Service code 28 · EIN 36-1561860 | Investment Management | $22,114 |
BDO USA, LLP1+ years Filed as: BDO SIEDMAN LLP Service code 10 · EIN 13-5381590 | Accounting | $12,050 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.97% | -0.85%-3.1pp | -1.08%-2.9pp | -7.14%+3.2pp |
| Employer contribution / active EE | $15,619 | $14,391+8.5% | $35,779-56.3% | $14,613+6.9% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |