Filed May 29, 2015 (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 9-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 LLC8 years Service code 11 · EIN 53-0181291 | Actuarial | $91,474 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $72,751 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $29,235 |
WEC BUSINESS SERVICES LLC2 years Service code 14 · EIN 26-0392491 | Plan Administrator | $11,449 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.17% | 10.71%-1.5pp | 2.33%+6.8pp | 10.71%-1.5pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $34,323-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $124-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |