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 CORPORATION5+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $2,901,756 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $777,612 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $389,023 |
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $230,107 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 47-0746749 | Accounting | $37,454 |
ALLEGRA3 years Service code 49 · EIN 56-2075508 | Other Services | $27,857 |
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 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 18.56% | 24.48%-5.9pp | 239.57%-221.0pp | 24.48%-5.9pp |
| Employer contribution / active EE | $9,941 | $9,418+5.6% | $43,837-77.3% | $9,418+5.6% |
| Participant deferral / active EE | $1,885 | $501+276.2% | $575+227.7% | $501+276.2% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |