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 ENGINES6+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $514,321 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $314,322 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $187,656 |
Service code 17 · EIN 52-0181291 | Pension Consulting | $19,803 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $12,600 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $179,158 | $105,190+70.3% | $98,907+81.1% | $90,288+98.4% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.5pp | 73.4%+25.2pp |
| Annual return | 11.45% | 18.52%-7.1pp | 196.43%-185.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $8,053 | $3,831+110.2% | $2,689+199.5% | $2,524+219.1% |
| Participant deferral / active EE | $7,115 | $5,616+26.7% | $4,244+67.6% | $4,232+68.1% |
| Admin fee / account holder | $229 | $97+135.0% | $6,642-96.6% | $114+100.6% |