Filed April 12, 2007 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $345,051 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,426 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $27,500 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,584 | $58,336+10.7% | $97,226-33.6% | $199,593-67.6% |
| Participation rate | 90.3% | 63.8%+26.6pp | 72.7%+17.6pp | 72.0%+18.3pp |
| Annual return | 14.55% | 32.81%-18.3pp | 75.13%-60.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,433 | $1,416+71.8% | $2,729-10.8% | $3,034-19.8% |
| Participant deferral / active EE | $4,520 | $3,240+39.5% | $4,264+6.0% | $5,087-11.1% |
| Admin fee / account holder | $65 | $114-42.7% | $5,654-98.8% | $269-75.7% |