Filed June 29, 2010 (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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $80,765 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $65,971 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 27-0676603 | Consulting | $47,093 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $44,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,108 | $112,315+52.3% | $81,367+110.3% | $55,191+210.0% |
| Participation rate | 97.9% | 88.0%+9.9pp | 82.3%+15.6pp | 69.2%+28.7pp |
| Annual return | 3.76% | 0.62%+3.1pp | -0.92%+4.7pp | 10.78%-7.0pp |
| Employer contribution / active EE | $5,728 | $4,239+35.1% | $3,930+45.8% | $1,899+201.7% |
| Participant deferral / active EE | $8,174 | $6,435+27.0% | $5,383+51.8% | $3,046+168.3% |
| Admin fee / account holder | $203 | $83+143.5% | $8,926-97.7% | $91+123.5% |