Filed March 15, 1999 (most recent of 2 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 |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $265,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,865 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $29,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,337 | $48,166+52.3% | $96,562-24.1% | $93,030-21.2% |
| Participation rate | 46.3% | 65.1%-18.9pp | 69.8%-23.6pp | 73.9%-27.7pp |
| Annual return | 15.64% | 21.31%-5.7pp | 37.78%-22.1pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,253 | $1,070+17.1% | $2,356-46.8% | $2,706-53.7% |
| Participant deferral / active EE | $1,976 | $2,576-23.3% | $3,849-48.7% | $4,562-56.7% |
| Admin fee / account holder | $244 | $110+120.9% | $6,181-96.1% | $152+60.6% |