Filed July 31, 1995 (most recent of 3 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 | $264,199 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,611 |
COOK STREET CONSULTING1 year Filed as: COOK STREET Service code 16 · EIN 84-0854432 | Consulting | $85,050 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $80,569 |
Filed as: WILLIS TOWERS WATSON Service code 49 · EIN 53-0181291 | Other Services | $51,667 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $285,030 | $167,668+70.0% | $100,391+183.9% | $106,382+167.9% |
| Participation rate | 99.1% | 87.6%+11.6pp | 81.5%+17.7pp | 69.9%+29.3pp |
| Annual return | 13.55% | 18.33%-4.8pp | 49.20%-35.7pp | 17.37%-3.8pp |
| Employer contribution / active EE | $12,071 | $4,908+145.9% | $3,942+206.2% | $3,364+258.9% |
| Participant deferral / active EE | $16,298 | $11,427+42.6% | $8,082+101.7% | $5,569+192.7% |
| Admin fee / account holder | $0 | $94-100.0% | $7,899-100.0% | $79-100.0% |