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 CORPORATION8+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $3,029,255 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $892,438 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $327,738 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $252,000 |
GROOM LAW GROUP8+ years Service code 29 · EIN 52-1219029 | Legal | $248,645 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 47-0746749 | Accounting | $37,755 |
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 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -10.97% | 7.68%-18.6pp | -10.68%-0.3pp | 7.68%-18.6pp |
| Employer contribution / active EE | $12,438 | $9,142+36.0% | $48,995-74.6% | $9,142+36.0% |
| Participant deferral / active EE | $2,415 | $462+422.6% | $360+569.9% | $462+422.6% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |