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 | $128,525 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON, INC. Service code 10 · EIN 52-1868818 | Accounting | $104,940 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $36,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $34,670 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,395 | $143,889-33.7% | $189,513-49.7% | $106,520-10.4% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 71.3%+28.7pp |
| Annual return | 13.02% | 17.38%-4.4pp | 555.15%-542.1pp | 19.28%-6.3pp |
| Employer contribution / active EE | $2,532 | $4,416-42.7% | $6,162-58.9% | $2,840-10.9% |
| Participant deferral / active EE | $6,474 | $7,575-14.5% | $8,221-21.3% | $4,948+30.8% |
| Admin fee / account holder | $10 | $98-90.2% | $12,045-99.9% | $75-87.1% |