Filed June 1, 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $70,158 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $16,223 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $9,240 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$222,153 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $57,610+23.4% | $154,803-54.1% | $102,872-30.9% |
| Participation rate | 71.2% | 59.5%+11.7pp | 78.1%-6.9pp | 73.0%-1.9pp |
| Annual return | 12.39% | 30.49%-18.1pp | 58.88%-46.5pp | 19.06%-6.7pp |
| Employer contribution / active EE | $4,125 | $1,883+119.0% | $4,305-4.2% | $3,526+17.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $50 | $368-86.3% | $14,329-99.6% | $292-82.8% |