Filed December 15, 2011 (most recent of 2 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 |
|---|---|---|
SERVICES MANAGEMENT CORPORATION10+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $3,595,500 |
TELCOM INSURANCE GROUP1 year Service code 23 · EIN 52-1632917 | Insurance services; Direct payment fr... | $1,416,156 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,293,273 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $362,503 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $278,413 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $142,819 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $46,899 |
Filed as: CLARK'S PRINTING SERVICE Service code 49 · EIN 56-1463810 | Other Services | $33,497 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
Filed as: BANK OF AMERICA Service code 49 · EIN 56-0906609 | Other Services | $8,457 |
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.
Participant 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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 8.70% | 8.48%+0.2pp | 6.74%+2.0pp | 8.48%+0.2pp |
| Employer contribution / active EE | $17,910 | $9,949+80.0% | $43,780-59.1% | $9,949+80.0% |
| Participant deferral / active EE | $2,928 | $734+299.1% | $44+6554.4% | $734+299.1% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |