Filed July 25, 2014
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 13 · EIN 42-0127290 | Contract Administrator | $123,744 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $56,073 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,524 | $132,049+29.1% | $200,582-15.0% | $74,304+129.5% |
| Participation rate | 98.5% | 84.1%+14.4pp | 86.9%+11.6pp | 60.3%+38.1pp |
| Annual return | 17.83% | 22.22%-4.4pp | 42.33%-24.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $11,899 | $4,558+161.1% | $6,419+85.4% | $2,241+430.9% |
| Participant deferral / active EE | $15,155 | $7,213+110.1% | $9,331+62.4% | $3,767+302.3% |
| Admin fee / account holder | $460 | $2,405-80.9% | $16,305-97.2% | $2,969-84.5% |