Filed January 16, 2015
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $255,629 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,387 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,809 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,330 | $145,877+117.5% | $150,045+111.5% | $102,872+208.5% |
| Participation rate | 97.7% | 79.8%+17.9pp | 82.3%+15.4pp | 73.0%+24.7pp |
| Annual return | 18.22% | 21.37%-3.2pp | 62.55%-44.3pp | 19.06%-0.8pp |
| Employer contribution / active EE | $7,573 | $4,710+60.8% | $4,693+61.4% | $3,526+114.8% |
| Participant deferral / active EE | $19,907 | $9,491+109.7% | $7,997+148.9% | $5,535+259.7% |
| Admin fee / account holder | $70 | $176-60.3% | $13,435-99.5% | $292-76.1% |