Filed August 11, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $428,129 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $424,530 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $144,762 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $175,679 | $123,077+42.7% | $116,228+51.2% | $102,872+70.8% |
| Participation rate | 95.7% | 87.0%+8.6pp | 74.6%+21.1pp | 73.0%+22.6pp |
| Annual return | 17.89% | 15.84%+2.0pp | 90.06%-72.2pp | 19.06%-1.2pp |
| Employer contribution / active EE | $6,540 | $4,380+49.3% | $2,994+118.4% | $3,526+85.5% |
| Participant deferral / active EE | $12,220 | $6,746+81.1% | $4,953+146.7% | $5,535+120.8% |
| Admin fee / account holder | $154 | $115+33.6% | $11,989-98.7% | $292-47.2% |