Filed September 19, 2012 (most recent of 5 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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $52,048 |
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $23,800 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $6,286 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,329 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,273 | $65,118-10.5% | $76,768-24.1% | $55,725+4.6% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.0%+18.3pp | 70.9%+24.4pp |
| Annual return | -4.39% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,320 | $1,941+19.5% | $2,485-6.6% | $2,078+11.6% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $116-11.6% | $6,675-98.5% | $115-11.1% |