Filed February 20, 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $150,370 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $48,495 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $40,000 |
BLUM SHAPIRO1+ years Service code 10 · EIN 06-1009205 | Accounting | $5,000 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,693 | $37,039+63.9% | $147,614-58.9% | $59,188+2.5% |
| Participation rate | 76.5% | 63.8%+12.7pp | 84.6%-8.1pp | 69.4%+7.1pp |
| Annual return | 1.99% | 7.19%-5.2pp | 61.98%-60.0pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,393 | $1,353+150.8% | $5,564-39.0% | $2,098+61.7% |
| Participant deferral / active EE | $4,172 | $2,094+99.2% | $4,895-14.8% | $3,265+27.8% |
| Admin fee / account holder | $61 | $60+0.7% | $11,611-99.5% | $92-34.3% |