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 | $2,313,179 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $129,890 |
PROSKAUER ROSE LLP4 years Service code 99 · EIN 13-1840454 | Other Fees | $51,055 |
TEXTRON INC. ADMIN5+ years Filed as: TEXTRON INC Service code 14 · EIN 13-1840454 | Plan Administrator | $32,161 |
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 | $144,454 | $164,350-12.1% | $95,952+50.5% | $106,222+36.0% |
| Participation rate | 97.1% | 90.5%+6.6pp | 77.1%+20.0pp | 70.8%+26.2pp |
| Annual return | 14.09% | 14.56%-0.5pp | 91.61%-77.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $4,392 | $4,292+2.3% | $2,541+72.8% | $2,723+61.3% |
| Participant deferral / active EE | $6,643 | $7,854-15.4% | $4,167+59.4% | $4,600+44.4% |
| Admin fee / account holder | $69 | $65+5.6% | $6,795-99.0% | $78-11.8% |