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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $144,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,062 | $48,698+82.9% | $93,606-4.9% | $199,593-55.4% |
| Participation rate | 25.7% | 63.5%-37.9pp | 68.7%-43.1pp | 72.0%-46.3pp |
| Annual return | 13.94% | 15.34%-1.4pp | 133.20%-119.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $961 | $1,135-15.4% | $2,420-60.3% | $3,034-68.3% |
| Participant deferral / active EE | $1,498 | $2,817-46.8% | $4,411-66.1% | $5,087-70.6% |
| Admin fee / account holder | $274 | $195+40.4% | $8,285-96.7% | $269+1.9% |