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 LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $817,902 |
STATE STREET GLOBAL ADVISORS3+ years Service code 25 · EIN 04-6043494 | Directed Trustee | $91,557 |
RETIREMENT INCOME SOLUTIONS3+ years Service code 28 455 E. EISENHOWER PARKWAY, SUITE 30 · ANN HARBOR, MI 48108 | Investment Management | $70,949 |
DAY PITNEY LLP3+ years Service code 29 · EIN 06-0317480 | Legal | $31,783 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER, HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,750 |
Service code 23 · EIN 13-4206965 | Direct payment from the plan; Insuran... | $7,500 |
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.
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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 15.96% | 23.90%-7.9pp | 10.65%+5.3pp | 23.90%-7.9pp |
| Employer contribution / active EE | $9,966 | $16,539-39.7% | $30,880-67.7% | $16,539-39.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |