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 ENGINES8+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $539,798 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $263,642 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $239,087 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $22,360 |
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 | $150,030 | $136,266+10.1% | $90,749+65.3% | $77,904+92.6% |
| Participation rate | 97.1% | 86.6%+10.5pp | 75.7%+21.4pp | 73.7%+23.5pp |
| Annual return | -13.43% | -11.32%-2.1pp | -12.16%-1.3pp | 12.21%-25.6pp |
| Employer contribution / active EE | $7,415 | $4,215+75.9% | $2,921+153.9% | $2,848+160.4% |
| Participant deferral / active EE | $6,878 | $6,353+8.3% | $4,564+50.7% | $4,806+43.1% |
| Admin fee / account holder | $218 | $399-45.2% | $8,445-97.4% | $133+64.8% |