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 | $884,399 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $40,275 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $21,298 |
INDEPENDENT FINANCIAL PARTNERS3+ 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 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 11.46% | 17.84%-6.4pp | 9.84%+1.6pp | 17.84%-6.4pp |
| Employer contribution / active EE | $12,260 | $14,688-16.5% | $50,102-75.5% | $14,688-16.5% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |