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... | $484,556 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $47,001 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $40,000 |
BLUM SHAPIRO4+ years Service code 10 · EIN 06-1009205 | Accounting | $16,250 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Valuation (appraisals, etc.); Securit... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $57,228 | $44,007+30.0% | $154,107-62.9% | $68,904-16.9% |
| Participation rate | 90.2% | 70.0%+20.2pp | 83.0%+7.2pp | 74.1%+16.1pp |
| Annual return | 2.05% | 8.15%-6.1pp | 735.12%-733.1pp | 1.07%+1.0pp |
| Employer contribution / active EE | $2,841 | $1,732+64.1% | $5,298-46.4% | $2,540+11.8% |
| Participant deferral / active EE | $4,530 | $2,813+61.0% | $5,081-10.8% | $4,015+12.8% |
| Admin fee / account holder | $90 | $65+38.5% | $13,411-99.3% | $71+25.7% |