Filed August 9, 2013 (most recent of 7 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $235,016 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,939 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $97,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,314 | $117,739+175.5% | $116,228+179.0% | $117,739+175.5% |
| Participation rate | 83.3% | 76.6%+6.6pp | 74.6%+8.7pp | 76.6%+6.6pp |
| Annual return | 11.01% | 17.29%-6.3pp | 90.06%-79.0pp | 17.29%-6.3pp |
| Employer contribution / active EE | $7,913 | $3,746+111.2% | $2,994+164.2% | $3,746+111.2% |
| Participant deferral / active EE | $10,238 | $6,128+67.1% | $4,953+106.7% | $6,128+67.1% |
| Admin fee / account holder | $55 | $112-51.0% | $11,989-99.5% | $112-51.0% |