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 | $290,643 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $106,000 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $45,267 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,973 | $135,240-36.4% | $169,993-49.4% | $96,393-10.8% |
| Participation rate | 98.3% | 86.5%+11.8pp | 87.0%+11.3pp | 71.3%+27.1pp |
| Annual return | 21.31% | 22.04%-0.7pp | 53.37%-32.1pp | 22.88%-1.6pp |
| Employer contribution / active EE | $2,576 | $5,029-48.8% | $6,785-62.0% | $3,238-20.5% |
| Participant deferral / active EE | $6,445 | $8,138-20.8% | $10,408-38.1% | $5,455+18.2% |
| Admin fee / account holder | $13 | $85-85.2% | $12,815-99.9% | $74-83.0% |