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) | $72,878 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $55,809 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $48,300 |
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 |
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 | $121,389 | $122,709-1.1% | $88,497+37.2% | $57,658+110.5% |
| Participation rate | 91.0% | 89.9%+1.1pp | 82.4%+8.6pp | 70.2%+20.8pp |
| Annual return | 9.08% | 10.63%-1.5pp | 7.63%+1.5pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,069 | $4,531-32.3% | $4,036-24.0% | $1,974+55.5% |
| Participant deferral / active EE | $4,107 | $6,704-38.7% | $4,899-16.2% | $3,061+34.2% |
| Admin fee / account holder | $290 | $93+213.2% | $6,220-95.3% | $95+206.9% |