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 | $91,900 |
Service code 11 · EIN 53-0181291 | Actuarial | $59,699 |
Filed as: TOWERS WATSON, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $52,470 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $38,141 |
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 | $86,682 | $139,268-37.8% | $177,821-51.3% | $106,222-18.4% |
| Participation rate | 99.0% | 91.6%+7.4pp | 87.7%+11.2pp | 70.8%+28.2pp |
| Annual return | 18.18% | 17.20%+1.0pp | 48.32%-30.1pp | 21.69%-3.5pp |
| Employer contribution / active EE | $2,519 | $4,832-47.9% | $5,918-57.4% | $2,723-7.5% |
| Participant deferral / active EE | $6,338 | $7,227-12.3% | $7,714-17.8% | $4,600+37.8% |
| Admin fee / account holder | $9 | $97-90.8% | $12,427-99.9% | $78-88.6% |