Filed December 28, 1
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 LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,285,046 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $966,985 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK Service code 12 · EIN 41-6271370 | Plan Administrator; Trustee (bank, tr... | $90,791 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 12.33% | 37.74%-25.4pp | 6.73%+5.6pp | 37.74%-25.4pp |
| Employer contribution / active EE | $38,721 | $15,781+145.4% | $34,949+10.8% | $15,781+145.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |