Filed January 4, 2007
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 |
|---|---|---|
Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $196,819 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $170,910 |
IIF ERISA LLP1 year Service code 28 · EIN 20-5968009 | Investment Management | $145,425 |
Service code 28 · EIN 13-3200244 | Investment Management | $48,468 |
CAUSEY DEMGEN & MOORE PC9 years Service code 10 · EIN 84-1158905 | Accounting | $14,700 |
HOLLAND & KNIGHT5 years Filed as: HOLLAND & HART LLP Service code 29 555 17TH STREET, SUITE 3200 · DENVER, CO 80202 | Legal | $5,718 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.86% | 11.94%-10.1pp | 6.78%-4.9pp | 8.76%-6.9pp |
| Employer contribution / active EE | $3,136 | $15,564-79.9% | $25,154-87.5% | $16,627-81.1% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |