Filed August 2, 2012
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 | $296,759 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $57,928 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 49 · EIN 27-2436452 | Other Services | $57,298 |
K&L GATES2+ years Filed as: K & L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $16,860 |
UNITED FORMS FINISHING1 year Filed as: UNITED FORMS FINISHING CORP Service code 36 · EIN 22-2378813 | Copying and duplicating; Direct payme... | $7,954 |
A.C. EVANS LLC2+ years Filed as: AC EVANS LLC Service code 10 · EIN 65-0654331 | Accounting | $5,050 |
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.
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% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 79.89% | 28.71%+51.2pp | 7.98%+71.9pp | 9.19%+70.7pp |
| Employer contribution / active EE | $2,214 | $15,250-85.5% | $23,724-90.7% | $12,608-82.4% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |