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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,104 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $65,663 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,009 | $100,227+47.7% | $169,993-12.9% | $74,419+98.9% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 16.94% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,269 | $4,263-23.3% | $6,785-51.8% | $2,637+24.0% |
| Participant deferral / active EE | $8,467 | $7,143+18.5% | $10,408-18.6% | $4,528+87.0% |
| Admin fee / account holder | $153 | $234-34.8% | $12,815-98.8% | $348-56.1% |