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 SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $252,617 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,997 | $44,626+81.5% | $86,188-6.0% | $80,160+1.0% |
| Participation rate | 26.6% | 63.5%-36.9pp | 69.0%-42.3pp | 72.9%-46.3pp |
| Annual return | 15.93% | 19.61%-3.7pp | 1168.45%-1152.5pp | 40.38%-24.5pp |
| Employer contribution / active EE | $924 | $1,099-15.9% | $2,380-61.2% | $2,978-69.0% |
| Participant deferral / active EE | $1,489 | $2,769-46.2% | $3,985-62.7% | $5,017-70.3% |
| Admin fee / account holder | $382 | $133+186.7% | $6,852-94.4% | $145+163.5% |