Filed October 15, 2002
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 Service code 11 · EIN 53-0181291 | Actuarial | $658,926 |
PIETZSCH, BONNETT & WOMACK, P.A.1+ years Service code 29 3101 NORTH CENTRAL AVENUE · PHOENIX, AZ 85012 | Legal | $120,280 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $119,484 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $104,833 |
Filed as: JB INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 61-1550321 | Investment Management | $83,205 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $55,537 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.97% | 5.96%+2.0pp | 4.07%+3.9pp | 9.19%-1.2pp |
| Employer contribution / active EE | $2,847 | $13,653-79.1% | $36,235-92.1% | $12,608-77.4% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |