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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $204,334 |
NEPC, LLC3+ years Service code 16 · EIN 04-2927339 | Consulting | $20,909 |
THYSSENKRUPP NORTH AMERICA, INC.3+ years Filed as: THYSSENKRUPP NORTH AMERICA, INC Service code 14 · EIN 22-2393554 | Plan Administrator | $19,542 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,433 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 27 · EIN 13-5160382 | Advisory (Plan) | $11,017 |
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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 15.08% | 11.68%+3.4pp | 12.88%+2.2pp | 13.95%+1.1pp |
| Employer contribution / active EE | $46,768 | $10,817+332.4% | $40,010+16.9% | $16,598+181.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |