Filed July 18, 2017 (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 |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $23,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,721 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,248 | $32,482-6.9% | $77,024-60.7% | $78,044-61.2% |
| Participation rate | 90.3% | 37.9%+52.5pp | 67.9%+22.4pp | 74.4%+15.9pp |
| Annual return | -15.59% | -7.74%-7.9pp | 42.32%-57.9pp | 10.87%-26.5pp |
| Employer contribution / active EE | $1,094 | $965+13.4% | $2,812-61.1% | $3,125-65.0% |
| Participant deferral / active EE | $3,208 | $2,316+38.5% | $4,426-27.5% | $5,084-36.9% |
| Admin fee / account holder | $74 | $107-31.2% | $5,425-98.6% | $79-6.4% |