Filed June 1, 2006 (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 5-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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $36,297 |
THE BANK OF NEW YORK MELLON1+ years Service code 50 · EIN 13-5160382 | Direct Payment | $27,070 |
MERCER1+ years Service code 16 · EIN 21-0512950 | Consulting | $14,967 |
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $8,824 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG U.S. LLP Service code 50 · EIN 34-6565596 | Direct Payment | $5,205 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.95% | -2.14%+0.2pp | -2.00%+0.1pp | -2.16%+0.2pp |
| Employer contribution / active EE | $0 | $37,316-100.0% | $34,470-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |