Filed July 17, 2013 (most recent of 7 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: FIDELITY INVST INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,324,674 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $97,500 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $39,072 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $29,475 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,849 | $80,242-4.2% | $119,609-35.7% | $89,394-14.0% |
| Participation rate | 67.4% | 78.3%-10.9pp | 79.3%-11.9pp | 71.3%-3.9pp |
| Annual return | -15.87% | -12.97%-2.9pp | -14.97%-0.9pp | -11.89%-4.0pp |
| Employer contribution / active EE | $2,047 | $2,684-23.7% | $4,232-51.6% | $3,022-32.2% |
| Participant deferral / active EE | $4,701 | $4,686+0.3% | $5,602-16.1% | $5,123-8.2% |
| Admin fee / account holder | $60 | $66-10.2% | $10,323-99.4% | $79-24.9% |