Filed February 21, 2002 (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 7-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 |
|---|---|---|
SEI INVESTMENTS3+ years Service code 28 · EIN 04-2452803 | Investment Management | $55,119 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $34,082 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $24,371 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $21,757 |
GAMCO ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4044521 | Investment Management | $10,165 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $7,619 |
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.
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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 13.97% | 10.78%+3.2pp | 8.93%+5.0pp | 13.95%0pp |
| Employer contribution / active EE | $13,158 | $10,694+23.0% | $43,470-69.7% | $16,598-20.7% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |