Filed March 30, 2007 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $253,974 |
Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $59,085 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,134 |
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 | $44,817 | $56,095-20.1% | $178,490-74.9% | $90,288-50.4% |
| Participation rate | 82.5% | 65.6%+16.9pp | 81.9%+0.6pp | 73.4%+9.1pp |
| Annual return | 17.48% | 28.81%-11.3pp | 151.07%-133.6pp | 53.97%-36.5pp |
| Employer contribution / active EE | $392 | $1,572-75.1% | $5,011-92.2% | $2,524-84.5% |
| Participant deferral / active EE | $3,159 | $2,669+18.4% | $5,202-39.3% | $4,232-25.3% |
| Admin fee / account holder | $84 | $101-16.5% | $13,984-99.4% | $114-26.3% |