Filed September 13, 2006 (most recent of 3 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $972,737 |
STATE STREET GLOBAL ADVISORS2+ years Service code 25 · EIN 04-6043494 | Directed Trustee | $151,369 |
RETIREMENT INCOME SOLUTIONS2+ years Service code 28 455 E. EISENHOWER PARKWAY, SUITE 30 · ANN HARBOR, MI 48108 | Investment Management | $52,101 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER, HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,500 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 6.17% | 7.18%-1.0pp | 4.97%+1.2pp | 7.18%-1.0pp |
| Employer contribution / active EE | $10,803 | $13,095-17.5% | $29,721-63.7% | $13,095-17.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |