Filed October 18, 2004 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $608,726 |
Service code 28 · EIN 48-1140940 | Investment Management | $307,450 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $262,533 |
Filed as: WINDMARK INVESTMENT PARTNERS Service code 17 · EIN 20-0929412 | Pension Consulting | $177,562 |
CROWE LLP7 years Service code 10 · EIN 34-0921680 | Accounting | $78,428 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $29,541 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -2.69% | 11.94%-14.6pp | 6.78%-9.5pp | 8.76%-11.4pp |
| Employer contribution / active EE | $33,533 | $15,564+115.5% | $25,154+33.3% | $16,627+101.7% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |