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 Service code 11 · EIN 53-0181291 | Actuarial | $357,015 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 27 4 OVERLOOK PT · LINCOLNSHIRE, IL 60069 | Advisory (Plan) | $253,888 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $27,796 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $20,447 |
VEDDER PRICE5 years Filed as: VEDDER PRICE PC Service code 29 222 N LA SALLE STREET · CHICAGO, IL 60601 | Legal | $14,900 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 13.26% | 15.63%-2.4pp | 8.28%+5.0pp | 15.63%-2.4pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $40,747-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |