Filed September 15, 2006
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 |
|---|---|---|
WINSTON & STRAWN LLP1 year Service code 16 · EIN 36-1975990 | Consulting | $499,216 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $228,660 |
Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 53-0181291 | Consulting | $13,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$450,697 |
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 | $69,980 | $46,969+49.0% | $154,107-54.6% | $73,367-4.6% |
| Participation rate | 81.8% | 72.4%+9.4pp | 83.0%-1.3pp | 69.5%+12.3pp |
| Annual return | -3.31% | 821.68%-825.0pp | 735.12%-738.4pp | 173.45%-176.8pp |
| Employer contribution / active EE | $3,061 | $1,723+77.7% | $5,298-42.2% | $2,499+22.5% |
| Participant deferral / active EE | $4,500 | $3,162+42.3% | $5,081-11.4% | $4,033+11.6% |
| Admin fee / account holder | $47 | $47+1.1% | $13,411-99.6% | $68-31.1% |