Filed November 21, 2008 (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 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 |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $129,356 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $63,033 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $31,400 |
USI CONSULTING GROUP6+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $25,891 |
CLEARVIEW CONSULTING, INC.2 years Service code 10 · EIN 27-5362399 | Accounting | $7,344 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $3,039 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $357 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 15.76% | 9.41%+6.4pp | 793.01%-777.2pp | 9.29%+6.5pp |
| Employer contribution / active EE | $19,767 | $13,564+45.7% | $27,004-26.8% | $15,168+30.3% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |