Filed February 10, 2009 (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 LLC4 years Filed as: WILLIS TOWERS WASTON Service code 11 · EIN 41-2003732 | Actuarial | $310,107 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 13 · EIN 04-2647786 | Contract Administrator | $230,123 |
THE BANK OF NEW YORK MELLON7 years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $36,631 |
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.
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 | 6.32% | 9.22%-2.9pp | 2.33%+4.0pp | 9.22%-2.9pp |
| Employer contribution / active EE | $8,868 | $13,567-34.6% | $34,323-74.2% | $13,567-34.6% |
| Participant deferral / active EE | $0 | $575-100.0% | $124-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |