Filed November 4, 2010
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $128,629 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $26,310 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $22,374 |
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 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 12.79% | 11.44%+1.3pp | 9.07%+3.7pp | 11.84%+0.9pp |
| Employer contribution / active EE | $8,046 | $10,841-25.8% | $46,116-82.6% | $17,339-53.6% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |