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 INVESTMENTS4+ years Service code 28 · EIN 04-2452803 | Investment Management | $44,062 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $31,733 |
MITCHELL & TITUS, LLP4+ years Service code 10 · EIN 13-2781641 | Accounting | $24,745 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS,L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $19,301 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $8,672 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 13-4044521 | Investment Management | $5,245 |
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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | -6.65% | -1.76%-4.9pp | -3.19%-3.5pp | -0.69%-6.0pp |
| Employer contribution / active EE | $50,000 | $13,257+277.2% | $48,658+2.8% | $16,786+197.9% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |