Filed January 29, 2006 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,473,999 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $16,750 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $3,273 |
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 | $227,854 | $169,122+34.7% | $77,999+192.1% | $329,111-30.8% |
| Participation rate | 96.9% | 88.4%+8.5pp | 75.5%+21.3pp | 67.9%+29.0pp |
| Annual return | 7.90% | 11.00%-3.1pp | 425.96%-418.1pp | 16.35%-8.5pp |
| Employer contribution / active EE | $10,651 | $5,827+82.8% | $2,470+331.2% | $2,303+362.4% |
| Participant deferral / active EE | $10,462 | $8,046+30.0% | $3,497+199.2% | $3,682+184.1% |
| Admin fee / account holder | $179 | $83+116.8% | $5,480-96.7% | $754-76.3% |