Filed September 22, 1992
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $114,165 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $17,762 |
Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$255,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,614 | $50,127-32.9% | $149,673-77.5% | $80,160-58.1% |
| Participation rate | 87.2% | 64.3%+22.9pp | 78.8%+8.4pp | 72.9%+14.3pp |
| Annual return | 16.86% | 29.82%-13.0pp | 134.42%-117.6pp | 40.38%-23.5pp |
| Employer contribution / active EE | $3,426 | $1,865+83.7% | $4,818-28.9% | $2,978+15.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $22 | $153-85.6% | $13,210-99.8% | $145-84.8% |