Filed December 21, 2004 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $149,725 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 53-0181291 | Advisory (Plan) | $103,702 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG FBO M & T Service code 10 · EIN 34-6565596 | Accounting | $34,000 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781841 | Accounting | $18,374 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,744 | $121,259-41.7% | $162,163-56.4% | $89,569-21.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.6%+12.4pp | 69.6%+30.4pp |
| Annual return | 21.62% | 22.23%-0.6pp | 115.59%-94.0pp | 34.56%-12.9pp |
| Employer contribution / active EE | $2,243 | $4,435-49.4% | $5,614-60.1% | $2,584-13.2% |
| Participant deferral / active EE | $5,718 | $6,620-13.6% | $7,298-21.7% | $4,220+35.5% |
| Admin fee / account holder | $11 | $101-88.9% | $10,843-99.9% | $72-84.4% |