Filed April 10, 2003 (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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $226,298 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $19,278 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $8,222 |
See 1 actuary disclosure. $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.
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 | $49,768 | $35,024+42.1% | $33,705+47.7% | $35,024+42.1% |
| Participation rate | 97.8% | 95.0%+2.8pp | 91.5%+6.3pp | 95.0%+2.8pp |
| Annual return | -4.51% | -5.73%+1.2pp | -1.51%-3.0pp | -5.73%+1.2pp |
| Employer contribution / active EE | $3,881 | $3,444+12.7% | $3,198+21.3% | $3,444+12.7% |
| Participant deferral / active EE | $2,178 | $1,089+100.0% | $2,369-8.0% | $1,089+100.0% |
| Admin fee / account holder | $16 | $8+85.4% | $728-97.9% | $8+85.4% |