Filed February 27, 2003
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $114,632 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $29,069 |
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $8,985 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 53-0181291 | Advisory (Plan) | $6,917 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,940 | $58,758+82.0% | $70,014+52.7% | $63,975+67.2% |
| Participation rate | 89.0% | 77.5%+11.5pp | 71.8%+17.2pp | 71.1%+17.8pp |
| Annual return | 7.14% | 18.05%-10.9pp | 12.99%-5.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,854 | $1,973+44.7% | $2,338+22.1% | $2,182+30.8% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $30 | $71-57.6% | $4,380-99.3% | $70-57.3% |