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 |
|---|---|---|
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $125,567 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $56,966 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $12,407 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $737 |
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 | $51,230 | $58,758-12.8% | $70,014-26.8% | $63,975-19.9% |
| Participation rate | 95.6% | 77.5%+18.2pp | 71.8%+23.8pp | 71.1%+24.5pp |
| Annual return | 7.88% | 18.05%-10.2pp | 12.99%-5.1pp | 48.65%-40.8pp |
| Employer contribution / active EE | $526 | $1,973-73.3% | $2,338-77.5% | $2,182-75.9% |
| Participant deferral / active EE | $1,976 | $2,912-32.1% | $2,931-32.6% | $3,356-41.1% |
| Admin fee / account holder | $43 | $71-38.8% | $4,380-99.0% | $70-38.3% |