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 ENGINES7+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $660,424 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $254,665 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $210,901 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $100,012 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $13,594 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,988 | $114,195+68.1% | $106,548+80.2% | $93,030+106.4% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.1%+21.4pp | 73.9%+23.6pp |
| Annual return | 12.06% | 22.18%-10.1pp | 26.80%-14.7pp | 158.70%-146.6pp |
| Employer contribution / active EE | $7,638 | $4,009+90.5% | $2,819+171.0% | $2,706+182.3% |
| Participant deferral / active EE | $7,097 | $5,908+20.1% | $4,398+61.4% | $4,562+55.6% |
| Admin fee / account holder | $258 | $105+146.1% | $7,407-96.5% | $152+69.9% |