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 27 · EIN 84-1532243 | Advisory (Plan) | $93,148 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $62,806 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $50,400 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $48,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $133,067 | $138,427-3.9% | $97,995+35.8% | $69,631+91.1% |
| Participation rate | 93.2% | 90.0%+3.3pp | 82.4%+10.9pp | 70.7%+22.6pp |
| Annual return | 14.79% | 26.21%-11.4pp | 23.94%-9.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,230 | $4,858-33.5% | $4,158-22.3% | $2,032+58.9% |
| Participant deferral / active EE | $4,617 | $7,165-35.6% | $5,097-9.4% | $3,224+43.2% |
| Admin fee / account holder | $301 | $101+198.7% | $5,943-94.9% | $110+172.5% |