Filed February 14, 2005 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 16 28025 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $100,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $71,015 |
MERCER2+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $60,750 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $59,995 |
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 | $178,510 | $144,604+23.4% | $88,497+101.7% | $63,975+179.0% |
| Participation rate | 86.1% | 91.8%-5.7pp | 82.4%+3.7pp | 71.1%+15.0pp |
| Annual return | 11.62% | 9.63%+2.0pp | 7.63%+4.0pp | 48.65%-37.0pp |
| Employer contribution / active EE | $10,638 | $4,008+165.4% | $4,036+163.5% | $2,182+387.6% |
| Participant deferral / active EE | $8,440 | $7,027+20.1% | $4,899+72.3% | $3,356+151.5% |
| Admin fee / account holder | $147 | $78+88.0% | $6,220-97.6% | $70+109.3% |