Filed December 15, 1995 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $2,338,183 |
PROSKAUER ROSE LLP3 years Service code 99 · EIN 13-1840454 | Other Fees | $90,648 |
TEXTRON INC. ADMIN4+ years Filed as: TEXTRON INC Service code 14 · EIN 13-1840454 | Plan Administrator | $90,648 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,560 | $143,368-13.1% | $87,100+43.0% | $89,569+39.1% |
| Participation rate | 98.4% | 88.2%+10.2pp | 76.9%+21.6pp | 69.6%+28.8pp |
| Annual return | 16.30% | 28.55%-12.2pp | 28.19%-11.9pp | 34.56%-18.3pp |
| Employer contribution / active EE | $4,413 | $4,012+10.0% | $2,521+75.0% | $2,584+70.8% |
| Participant deferral / active EE | $6,849 | $7,129-3.9% | $4,049+69.2% | $4,220+62.3% |
| Admin fee / account holder | $67 | $61+10.3% | $7,497-99.1% | $72-6.3% |