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 LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $543,240 |
STATE STREET GLOBAL ADVISORS4+ years Service code 25 · EIN 04-6043494 | Directed Trustee | $63,811 |
RETIREMENT INCOME SOLUTIONS4+ years Service code 28 455 E. EISENHOWER PARKWAY, SUITE 30 · ANN HARBOR, MI 48108 | Investment Management | $25,085 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER, HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -8.88% | 0.19%-9.1pp | -0.77%-8.1pp | 0.19%-9.1pp |
| Employer contribution / active EE | $5,831 | $13,763-57.6% | $29,514-80.2% | $13,763-57.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |