Filed September 26, 2013
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: FIDELITY INV INST OPS CO Service code 10 · EIN 04-2647786 | Accounting | $489,586 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $201,425 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $184,252 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $152,864 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $48,550 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -7.82% | -0.13%-7.7pp | -2.99%-4.8pp | 0.19%-8.0pp |
| Employer contribution / active EE | $0 | $16,248-100.0% | $41,623-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |