Filed August 6, 2001
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $49,316 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $25,614 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS PHILLIPS & BARKER CHTD Service code 29 · EIN 52-1229560 | Legal | $6,941 |
ATESSA BENEFITS2 years Service code 16 · EIN 47-4435064 | Consulting | $6,415 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 130.14% | 7.01%+123.1pp | 12.68%+117.5pp | 0.19%+129.9pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |