Filed March 13, 2019 (most recent of 4 filings on file)
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 6-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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $115,421 |
THYSSENKRUPP NORTH AMERICA, INC.6+ years Filed as: THYSSENKRUPP NORTH AMERICA, INC Service code 14 · EIN 22-2393554 | Plan Administrator | $31,047 |
NEPC, LLC6+ years Service code 16 · EIN 04-2927339 | Consulting | $22,885 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,972 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 27 · EIN 13-5160382 | Advisory (Plan) | $11,248 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW LLC Service code 29 · EIN 38-2736182 | Legal | $10,709 |
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.
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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 17.38% | 8.78%+8.6pp | 174.94%-157.6pp | 9.29%+8.1pp |
| Employer contribution / active EE | $169,908 | $11,816+1338.0% | $38,590+340.3% | $15,168+1020.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |