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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON US LLC. Service code 11 · EIN 53-0181291 | Actuarial | $924,018 |
STATE STREET GLOBAL ADVISORS5+ years Service code 25 · EIN 04-6043494 | Directed Trustee | $87,895 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER, HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $13,250 |
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 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 | $3,370,408-100.0% | $177,834-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 39.5%-39.5pp | 1.2%-1.2pp |
| Annual return | 23.46% | 53.27%-29.8pp | 11.67%+11.8pp | 53.27%-29.8pp |
| Employer contribution / active EE | $12,758 | $14,774-13.6% | $28,376-55.0% | $14,774-13.6% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $46-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $15,617-100.0% | $13,289-100.0% |