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 CORPORATION1+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $2,682,168 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $634,656 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $374,005 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $249,474 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $126,000 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 47-0746749 | Accounting | $20,214 |
MAIL HAUS1+ years Filed as: MAIL MANAGEMENT SERVICES Service code 49 · EIN 52-2075508 | Other Services | $17,233 |
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 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | 0.55% | -0.08%+0.6pp | -2.13%+2.7pp | -0.08%+0.6pp |
| Employer contribution / active EE | $9,644 | $7,991+20.7% | $34,127-71.7% | $7,991+20.7% |
| Participant deferral / active EE | $1,028 | $325+216.1% | $131+686.8% | $325+216.1% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |