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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |