Filed August 3, 1998
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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $1,064,447 |
Filed as: FIDELITY INVEST INSTIT OPS CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $185,852 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $44,750 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $22,443 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $14,374 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,720 |
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.
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 | $14,096,330-100.0% | $466,275-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | 0.49% | 1.67%-1.2pp | -2.52%+3.0pp | 1.67%-1.2pp |
| Employer contribution / active EE | $10,469 | $10,506-0.4% | $109,954-90.5% | $10,506-0.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $846-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,408-100.0% | $66,276-100.0% |