Filed January 28, 2002 (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 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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $87,269 |
QUANTUM ENERGY4+ years Service code 28 · EIN 46-5446698 | Investment Management | $85,227 |
ANGELO GORDON4+ years Service code 28 · EIN 51-0434947 | Investment Management | $84,837 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $52,317 |
PIMCO FUNDS3+ years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $41,507 |
CERBERUS4+ years Service code 28 · EIN 58-2672907 | Investment Management | $34,429 |
PIMCO FUNDS3+ years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $32,932 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $30,723 |
DUNE RE4+ years Service code 28 · EIN 80-0881180 | Investment Management | $30,667 |
CVC FUND VI4+ years Service code 28 · EIN 98-1115863 | Investment Management | $27,430 |
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 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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -3.87% | -3.52%-0.4pp | -3.29%-0.6pp | -0.69%-3.2pp |
| Employer contribution / active EE | $0 | $14,733-100.0% | $36,762-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |