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 |
|---|---|---|
Filed as: SERVICE MANAGEMENT CORPORATION Service code 13 · EIN 52-1200541 | Contract Administrator | $2,920,032 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $748,092 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $215,565 |
Filed as: WISHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $136,500 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $45,007 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 47-0746749 | Accounting | $35,800 |
MAIL HAUS2+ years Filed as: MAIL MANAGEMENT SERVICES Service code 49 · EIN 56-2075508 | Other Services | $13,750 |
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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 8.25% | 10.64%-2.4pp | 3.99%+4.3pp | 10.64%-2.4pp |
| Employer contribution / active EE | $32,063 | $11,561+177.3% | $38,279-16.2% | $11,561+177.3% |
| Participant deferral / active EE | $1,082 | $347+211.5% | $386+180.6% | $347+211.5% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |