Filed February 10, 2005 (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 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $63,285 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 | Investment Management | $46,242 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $25,000 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 14 · EIN 06-1053228 | Plan Administrator | $16,689 |
Filed as: L&G INVESTMENT MANAGEMENT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $7,044 |
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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 6.61% | 15.85%-9.2pp | 19.25%-12.6pp | 15.19%-8.6pp |
| Employer contribution / active EE | $216,276 | $32,494+565.6% | $28,682+654.1% | $34,877+520.1% |
| Participant deferral / active EE | $0 | $40-100.0% | $55-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |