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 CORPORATION9+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $3,002,648 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $967,930 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $346,777 |
GROOM LAW GROUP9+ years Service code 29 · EIN 52-1219029 | Legal | $228,409 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $126,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $40,775 |
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 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 9.13% | 33.11%-24.0pp | 10.59%-1.5pp | 33.11%-24.0pp |
| Employer contribution / active EE | $15,020 | $9,000+66.9% | $43,976-65.8% | $9,000+66.9% |
| Participant deferral / active EE | $2,550 | $680+275.1% | $166+1436.7% | $680+275.1% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |