Filed February 23, 1994
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 LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $55,567 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP (FORMERLY BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $14,280 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $13,056 |
AMERICAN FUNDS8+ years Filed as: HM CAPITAL MANAGEMENT Service code 17 · EIN 20-3287389 | Pension Consulting | $2,984 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $2,905 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -14.85% | 1.88%-16.7pp | -5.16%-9.7pp | 2.77%-17.6pp |
| Employer contribution / active EE | $1,306 | $8,732-85.0% | $31,020-95.8% | $15,262-91.4% |
| Participant deferral / active EE | $855 | $482+77.6% | $101+747.8% | $691+23.7% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |