Filed October 18, 2004
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 |
|---|---|---|
TWG BENEFITS, INC.1 year Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $6,383 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 PAYMENT SERVICES - RPCS · NASHVILLE, TN 37238 | Advisory (Plan) | $6,000 |
Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, STE A · KETTERING, OH 45440 | Contract Administrator | $5,044 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,238 | $54,237-75.6% | $90,281-85.3% | $67,579-80.4% |
| Participation rate | 75.3% | 68.6%+6.7pp | 73.3%+2.0pp | 71.3%+4.0pp |
| Annual return | 22.66% | 37.27%-14.6pp | 78.10%-55.4pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,240 | $2,625-52.8% | $3,885-68.1% | $3,539-65.0% |
| Admin fee / account holder | $78 | $123-36.5% | $5,351-98.5% | $142-44.9% |