Filed April 29, 1994 (most recent of 2 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 Service code 11 · EIN 53-0181291 | Actuarial | $279,359 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA Service code 28 · EIN 36-3109431 | Investment Management | $164,859 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 39-1914946 | Bank Trustee | $59,758 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATIES Service code 28 · EIN 20-0292745 | Investment Management | $56,658 |
Filed as: ABERDEEN EMERGING MARKETS EQUITY FU Service code 28 · EIN 51-0368279 | Investment Management | $56,099 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $49,136 |
Filed as: LGIMA LONG DURATION US CREDIT FUND Service code 28 · EIN 20-8058531 | Investment Management | $28,088 |
Service code 28 · EIN 39-1101934 | Investment Management | $19,479 |
COLEMAN & WILLIAMS, LTD.10+ years Service code 10 · EIN 39-1658905 7127 N. GREEN BAY AVE. · MILWAUKEE, WI 53209 | Accounting | $17,438 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.04% | 3.60%+1.4pp | 4.95%+0.1pp | 8.76%-3.7pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |