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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INV SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $106,794 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,303 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $35,952 |
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 | $238,392 | $72,254+229.9% | $86,677+175.0% | $64,808+267.8% |
| Participation rate | 77.1% | 80.4%-3.3pp | 76.6%+0.5pp | 71.5%+5.6pp |
| Annual return | -12.26% | 392.42%-404.7pp | 35.91%-48.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $3,527 | $2,393+47.4% | $2,836+24.4% | $2,506+40.8% |
| Participant deferral / active EE | $8,041 | $4,658+72.6% | $4,656+72.7% | $4,310+86.6% |
| Admin fee / account holder | $145 | $174-16.7% | $7,493-98.1% | $188-22.8% |