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 | Account maintenance fees; Float reven... | $479,200 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $47,001 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $40,000 |
BLUM SHAPIRO5+ years Service code 10 · EIN 06-1009205 | Accounting | $16,250 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $64,606 | $53,565+20.6% | $172,739-62.6% | $82,204-21.4% |
| Participation rate | 92.2% | 69.6%+22.6pp | 82.6%+9.6pp | 73.4%+18.8pp |
| Annual return | 21.68% | 31.42%-9.7pp | 802.84%-781.2pp | 26.31%-4.6pp |
| Employer contribution / active EE | $3,028 | $1,857+63.1% | $5,143-41.1% | $2,707+11.9% |
| Participant deferral / active EE | $4,844 | $3,006+61.2% | $5,198-6.8% | $4,246+14.1% |
| Admin fee / account holder | $79 | $61+28.9% | $13,954-99.4% | $76+4.7% |