Filed August 14, 2009 (most recent of 5 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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $242,619 |
Service code 28 · EIN 56-6669869 | Investment Management | $85,187 |
ARNERICH MASSENA2+ years Filed as: ARNERICH, MASSENA & ASSOCIATES Service code 27 · EIN 91-1119274 | Advisory (Plan) | $82,000 |
US BANK2+ years Filed as: US BANK, N.A. Service code 21 · EIN 41-6271370 | Bank Trustee | $33,388 |
Filed as: MILLER, NASH, GRAHAM, & DUNN Service code 29 3400 U.S. BANCORP TOWER · PORTLAND, OR 97204 | Legal | $20,787 |
ELK CREEK PARTNERS, LLC2+ years Service code 28 · EIN 27-5463196 | Investment Management | $17,666 |
ITHAKA GROUP, LLC2+ years Service code 27 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Advisory (Plan) | $15,574 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 16 17 AUGUST ROAD · SUNBURY, CT 06070 | Consulting | $7,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 2.58% | 17.94%-15.4pp | 5.44%-2.9pp | 7.18%-4.6pp |
| Employer contribution / active EE | $22,308 | $12,263+81.9% | $25,481-12.5% | $13,095+70.4% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |