Filed September 13, 2006 (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 LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $783,304 |
STATE STREET GLOBAL ADVISORS1+ years Service code 25 · EIN 04-6043494 | Directed Trustee | $133,169 |
RETIREMENT INCOME SOLUTIONS1+ years Service code 28 455 E. EISENHOWER PARKWAY, SUITE 30 · ANN HARBOR, MI 48108 | Investment Management | $51,836 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER, HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,522 |
DAY PITNEY LLP1+ years Service code 29 · EIN 06-0317480 | Legal | $5,548 |
UNITED FORMS FINISHING1+ years Filed as: UNITED FORM FINISHING CORPORATION Service code 15 · EIN 22-2378813 | Recordkeeping | $5,003 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -4.00% | 1.67%-5.7pp | -0.79%-3.2pp | 1.67%-5.7pp |
| Employer contribution / active EE | $8,293 | $10,506-21.1% | $28,419-70.8% | $10,506-21.1% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |