Filed November 9, 2005 (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 8-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 LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,114,494 |
VON BRIESEN & ROPER7 years Filed as: VON BRIESEN & ROPER, S.C. Service code 29 · EIN 39-1576289 | Legal | $200,184 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 39-5027034 | Advisory (Plan) | $123,000 |
BMO HARRIS BANK NA7 years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $98,905 |
MELTING POINT SOLUTIONS1 year Service code 27 152 W. 57TH STREET - 37TH FL · NEW YORK, NY 10019 | Advisory (Plan) | $70,458 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $27,195 |
PENSION BENEFIT INFORMATION5 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 17 · EIN 94-2856521 | Pension Consulting | $8,943 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.21% | 7.96%-6.7pp | 5.17%-4.0pp | 8.76%-7.5pp |
| Employer contribution / active EE | $628 | $15,125-95.9% | $26,422-97.6% | $16,627-96.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |