Filed July 1, 2013
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 9-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 37 · EIN 04-2647786 | Loan Processing | $100,926 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,204 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,817 | $115,744-22.4% | $100,383-10.5% | $199,768-55.0% |
| Participation rate | 95.7% | 85.7%+10.0pp | 81.5%+14.2pp | 72.0%+23.7pp |
| Annual return | 19.60% | 17.79%+1.8pp | 49.26%-29.7pp | 34.26%-14.7pp |
| Employer contribution / active EE | $4,037 | $3,657+10.4% | $3,944+2.4% | $3,037+32.9% |
| Participant deferral / active EE | $13,729 | $9,844+39.5% | $8,086+69.8% | $5,090+169.8% |
| Admin fee / account holder | $131 | $93+41.1% | $7,900-98.3% | $269-51.3% |