Filed July 30, 2006 (most recent of 2 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 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 LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $271,548 |
Filed as: FIDELITY INV INST OPER CO Service code 13 · EIN 04-2647786 | Contract Administrator | $155,866 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC Service code 17 · EIN 74-2794194 | Pension Consulting | $28,000 |
DAVENPORT & COMPANY LLC2+ years Filed as: DAVENPORT,HANF,AND CO Service code 10 · EIN 41-2173670 | Accounting | $12,045 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $3,271 |
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 1.02% | 17.94%-16.9pp | 5.44%-4.4pp | 7.18%-6.2pp |
| Employer contribution / active EE | $83,916 | $12,263+584.3% | $25,481+229.3% | $13,095+540.8% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |