Filed August 14, 2009
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 7-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: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $971,047 |
Filed as: AGINCOURT CAPITAL MANAGEMENT LLC Service code 28 · EIN 54-1947440 | Investment Management | $317,944 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; I... | $118,619 |
VENABLE LLP2+ years Service code 29 · EIN 52-0517250 | Legal | $53,785 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,885 |
FAW CASSON1 year Filed as: FAW CASSON & CO LLP Service code 10 · EIN 52-0619968 | Accounting | $14,150 |
MAIL MOVERS2+ years Service code 49 · EIN 52-1694960 | Other Services | $9,664 |
THE BERWYN GROUP1 year Service code 49 · EIN 34-1672337 | Other Services | $5,065 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $202,986-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 0.0%0pp |
| Annual return | 3.66% | 9.19%-5.5pp | 2.04%+1.6pp | 9.19%-5.5pp |
| Employer contribution / active EE | $6,508 | $12,608-48.4% | $57,418-88.7% | $12,608-48.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $123-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $255,353-100.0% | $2,655,710-100.0% |