Filed March 1, 2005
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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $409,456 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $188,317 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $51,364 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $35,154 |
ERNST & YOUNG LLP6 years Service code 10 · EIN 34-6565596 | Accounting | $11,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,592 | $134,619+54.9% | $111,297+87.4% | $101,517+105.5% |
| Participation rate | 83.3% | 89.0%-5.7pp | 77.3%+6.0pp | 74.6%+8.7pp |
| Annual return | 16.80% | 17.96%-1.2pp | 54.65%-37.8pp | 21.00%-4.2pp |
| Employer contribution / active EE | $5,020 | $3,829+31.1% | $2,731+83.8% | $2,973+68.8% |
| Participant deferral / active EE | $5,582 | $6,572-15.1% | $4,487+24.4% | $4,873+14.6% |
| Admin fee / account holder | $72 | $86-16.7% | $7,964-99.1% | $139-48.5% |