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 | $495,637 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $283,247 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $40,780 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $35,931 |
BELLLITHO, INC.1 year Filed as: BELL LITHO Service code 49 · EIN 36-2550923 | Other Services | $30,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,191 | $106,087+51.0% | $86,677+84.8% | $78,044+105.3% |
| Participation rate | 85.6% | 89.6%-3.9pp | 76.6%+9.1pp | 74.4%+11.2pp |
| Annual return | -13.50% | -14.87%+1.4pp | 35.91%-49.4pp | 10.87%-24.4pp |
| Employer contribution / active EE | $6,254 | $4,110+52.1% | $2,836+120.5% | $3,125+100.1% |
| Participant deferral / active EE | $6,474 | $6,851-5.5% | $4,656+39.1% | $5,084+27.3% |
| Admin fee / account holder | $79 | $81-2.2% | $7,493-98.9% | $79+0.6% |