Filed March 10, 2006 (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 37 · EIN 04-2647786 | Loan Processing | $1,069,833 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $389,481 |
WILLIS TOWERS WATSON US LLC4 years Filed as: SCHWABE, WILLIAMSON & WYATT, P.C. Service code 29 · EIN 93-1130272 | Legal | $7,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,854 | $48,464-5.4% | $90,951-49.6% | $106,222-56.8% |
| Participation rate | 31.7% | 53.1%-21.4pp | 69.0%-37.3pp | 70.8%-39.1pp |
| Annual return | 13.34% | 16.72%-3.4pp | 134.60%-121.3pp | 21.69%-8.4pp |
| Employer contribution / active EE | $493 | $939-47.5% | $2,122-76.8% | $2,723-81.9% |
| Participant deferral / active EE | $1,009 | $1,510-33.1% | $3,373-70.1% | $4,600-78.1% |
| Admin fee / account holder | $95 | $58+63.4% | $5,959-98.4% | $78+20.8% |