Filed November 18, 1996
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 LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $642,653 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $441,165 |
Filed as: WESTBROOK REALTY MANAGEMENT XI, L.P Service code 28 7121 FAIRWAY DR · PALM BEACH GARDENS, FL 33418 | Investment Management | $153,197 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $79,709 |
GTCR FUND XIV/A LP1 year Service code 27 · EIN 90-0615667 | Advisory (Plan) | $50,673 |
Service code 17 17 AUGUST ROAD · SIMSBURY, CT 06070 | Pension Consulting | $7,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 9.02% | 9.57%-0.6pp | 10.48%-1.5pp | 9.57%-0.6pp |
| Employer contribution / active EE | $1,715 | $9,429-81.8% | $34,979-95.1% | $9,429-81.8% |
| Participant deferral / active EE | $0 | $408-100.0% | $11-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |