Filed October 7, 2016 (most recent of 3 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 5-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 |
|---|---|---|
FINDLEY4 years Filed as: FINDLEY DAVIES Service code 17 · EIN 34-1213174 | Pension Consulting | $16,863 |
HUNGERFORD NICHOLS5+ years Service code 10 · EIN 38-2184825 | Accounting | $12,393 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $12,307 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | -96.55% | -238.73%+142.2pp | -100.31%+3.8pp | 12.16%-108.7pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |