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 | Float revenue; Investment management;... | $390,394 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $50,702 |
BLUM SHAPIRO3+ years Service code 10 · EIN 06-1009205 | Accounting | $15,850 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $1,828 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $61,630 | $48,835+26.2% | $170,442-63.8% | $177,276-65.2% |
| Participation rate | 88.6% | 72.1%+16.5pp | 83.6%+5.0pp | 74.8%+13.8pp |
| Annual return | 17.32% | 19.44%-2.1pp | 205.93%-188.6pp | 21.25%-3.9pp |
| Employer contribution / active EE | $3,553 | $1,798+97.6% | $5,433-34.6% | $2,479+43.3% |
| Participant deferral / active EE | $4,480 | $2,757+62.5% | $4,939-9.3% | $3,881+15.4% |
| Admin fee / account holder | $80 | $52+53.0% | $13,880-99.4% | $154-48.4% |