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 LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $343,503 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,938 |
Filed as: JB INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 61-1550321 | Investment Management | $43,456 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $38,480 |
VEDDER PRICE2 years Filed as: VEDDER PRICE PC Service code 29 222 N LA SALLE STREET · CHICAGO, IL 60601 | Legal | $34,774 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $29,580 |
Filed as: SCHRODER INVESTMENT MGMT NA, INC. Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $10,897 |
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 3.59% | -2.85%+6.4pp | -3.29%+6.9pp | 33.37%-29.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $36,762-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |