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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $495,530 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 98-1090818 | Advisory (Plan) | $315,054 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $126,002 |
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 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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 12.13% | 12.17%0pp | 12.88%-0.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,188 | $11,298-89.5% | $40,010-97.0% | $14,688-91.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |