Filed September 20, 2001 (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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,129,837 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 LOCKBOX 28025 · CHICAGO, IL 606731280 | Actuarial | $216,676 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO & CO Service code 10 · EIN 47-5324570 | Accounting | $48,500 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 70 · EIN 52-1868818 | Consulting Fees | $24,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,337 | $178,759-42.2% | $102,423+0.9% | $106,382-2.9% |
| Participation rate | 97.4% | 91.3%+6.1pp | 76.5%+20.9pp | 69.9%+27.5pp |
| Annual return | 16.32% | 17.23%-0.9pp | 29.32%-13.0pp | 17.37%-1.1pp |
| Employer contribution / active EE | $4,313 | $5,750-25.0% | $3,023+42.7% | $3,364+28.2% |
| Participant deferral / active EE | $6,695 | $9,466-29.3% | $5,053+32.5% | $5,569+20.2% |
| Admin fee / account holder | $79 | $62+26.9% | $9,451-99.2% | $79-0.5% |