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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $78,822 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $63,462 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $48,033 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $47,975 |
Filed as: TOWERS WATSON DELAWARE INC Service code 50 · EIN 53-0181291 | Direct Payment | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,168 | $122,709+48.5% | $88,497+105.8% | $57,658+215.9% |
| Participation rate | 97.5% | 89.9%+7.6pp | 82.4%+15.1pp | 70.2%+27.2pp |
| Annual return | 9.70% | 10.63%-0.9pp | 7.63%+2.1pp | 5.13%+4.6pp |
| Employer contribution / active EE | $6,266 | $4,531+38.3% | $4,036+55.2% | $1,974+217.5% |
| Participant deferral / active EE | $8,317 | $6,704+24.1% | $4,899+69.8% | $3,061+171.8% |
| Admin fee / account holder | $208 | $93+125.0% | $6,220-96.6% | $95+120.5% |