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 ENGINES1+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $1,064,028 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $439,619 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $127,055 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,264 |
MARVIN AND COMPANY, P.C.1+ years Filed as: MARVIN DAMSMA Service code 20 65393 E. ROCKY MESA DRIVE · TUCSON, AZ 85739 | Direct payment from the plan; Trustee... | $13,680 |
PHILIP RADTKE1+ years Service code 20 156 HERRICK ROAD · RIVERSIDE, IL 60546 | Direct payment from the plan; Trustee... | $13,680 |
THOMPSON HINE1+ years Filed as: THOMPSON AND HINE LLP Service code 29 · EIN 34-0575300 | Legal | $7,967 |
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 | $147,956 | $81,321+81.9% | $68,509+116.0% | $59,188+150.0% |
| Participation rate | 97.8% | 83.8%+14.0pp | 74.7%+23.1pp | 69.4%+28.4pp |
| Annual return | -0.03% | 4.65%-4.7pp | 8.27%-8.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $8,414 | $3,297+155.2% | $2,278+269.4% | $2,098+301.1% |
| Participant deferral / active EE | $7,235 | $4,592+57.5% | $3,382+113.9% | $3,265+121.6% |
| Admin fee / account holder | $217 | $62+251.5% | $5,275-95.9% | $92+135.4% |