Filed February 16, 2007 (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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $851,742 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $265,494 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 16 · EIN 34-0575300 | Consulting | $35,245 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $28,875 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $28,250 |
FID INV INST OPS CO1 year Service code 26 · EIN 04-2647786 | Advisory (Participants) | -$127,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,766 | $112,623+60.5% | $106,213+70.2% | $199,593-9.4% |
| Participation rate | 96.7% | 86.2%+10.4pp | 75.3%+21.4pp | 72.0%+24.7pp |
| Annual return | 11.62% | 15.57%-4.0pp | 116.14%-104.5pp | 34.25%-22.6pp |
| Employer contribution / active EE | $8,294 | $4,575+81.3% | $3,171+161.5% | $3,034+173.4% |
| Participant deferral / active EE | $7,811 | $6,659+17.3% | $5,016+55.7% | $5,087+53.6% |
| Admin fee / account holder | $239 | $107+123.1% | $11,033-97.8% | $269-11.2% |