Filed December 28, 1998 (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 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: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $95,068 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $45,112 |
Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $28,199 |
BDO USA, LLP1 year Filed as: BDO USA,P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,560 |
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.
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 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 5.99% | 8.45%-2.5pp | 8.39%-2.4pp | 13.91%-7.9pp |
| Employer contribution / active EE | $0 | $25,911-100.0% | $20,497-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |