Filed February 26, 1993
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $159,365 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $98,086 |
K&L GATES1 year Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $33,114 |
ROCHELLE L WALD1 year Service code 16 · EIN 01-6464080 | Consulting | $12,588 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,509 | $78,852+103.6% | $76,768+109.1% | $75,289+113.2% |
| Participation rate | 88.8% | 85.0%+3.8pp | 77.0%+11.8pp | 72.4%+16.3pp |
| Annual return | -12.12% | -1.29%-10.8pp | 2.43%-14.5pp | -0.04%-12.1pp |
| Employer contribution / active EE | $7,728 | $2,794+176.5% | $2,485+211.0% | $2,405+221.3% |
| Participant deferral / active EE | $11,935 | $4,800+148.7% | $3,852+209.9% | $3,739+219.2% |
| Admin fee / account holder | $121 | $79+53.3% | $6,675-98.2% | $102+18.3% |