Filed June 29, 2007 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,702,954 |
EVERCORE TRUST COMPANY1+ years Service code 27 · EIN 26-4691954 | Advisory (Plan) | $90,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $86,667 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $72,461 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,507 | $111,064-30.2% | $67,652+14.6% | $69,651+11.3% |
| Participation rate | 99.4% | 86.0%+13.4pp | 75.7%+23.8pp | 66.6%+32.9pp |
| Annual return | -2.57% | 2.77%-5.3pp | 6625.04%-6627.6pp | 53.77%-56.3pp |
| Employer contribution / active EE | $3,755 | $3,328+12.8% | $2,266+65.7% | $2,241+67.6% |
| Participant deferral / active EE | $4,532 | $6,396-29.1% | $3,560+27.3% | $3,635+24.7% |
| Admin fee / account holder | $62 | $72-14.1% | $4,821-98.7% | $63-2.4% |