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 | $72,528 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $63,460 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 27-0676603 | Consulting | $47,092 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $44,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,455 | $112,315-17.7% | $81,367+13.6% | $55,191+67.5% |
| Participation rate | 84.9% | 88.0%-3.1pp | 82.3%+2.6pp | 69.2%+15.7pp |
| Annual return | 2.60% | 0.62%+2.0pp | -0.92%+3.5pp | 10.78%-8.2pp |
| Employer contribution / active EE | $1,977 | $4,239-53.4% | $3,930-49.7% | $1,899+4.1% |
| Participant deferral / active EE | $3,123 | $6,435-51.5% | $5,383-42.0% | $3,046+2.5% |
| Admin fee / account holder | $225 | $83+170.5% | $8,926-97.5% | $91+148.3% |