Filed June 1, 2012 (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 6-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 |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 14 · EIN 52-1883918 | Plan Administrator | $1,525,670 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $399,461 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $163,000 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $74,669 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.98% | 8.48%-6.5pp | 6.78%-4.8pp | 8.48%-6.5pp |
| Employer contribution / active EE | $2,730 | $9,949-72.6% | $25,154-89.1% | $9,949-72.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $47-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |