Filed October 18, 2004 (most recent of 3 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: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $154,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $114,909 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,781 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,743 | $111,491+41.5% | $189,513-16.8% | $86,799+81.7% |
| Participation rate | 95.8% | 87.3%+8.5pp | 87.8%+8.0pp | 72.3%+23.5pp |
| Annual return | 12.19% | 83.50%-71.3pp | 555.15%-543.0pp | 97.91%-85.7pp |
| Employer contribution / active EE | $5,543 | $3,951+40.3% | $6,162-10.0% | $2,405+130.4% |
| Participant deferral / active EE | $7,019 | $6,437+9.0% | $8,221-14.6% | $4,131+69.9% |
| Admin fee / account holder | $224 | $189+18.4% | $12,045-98.1% | $170+31.8% |