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 ENGINES9+ years Service code 14 · EIN 77-0473565 | Plan Administrator | $580,757 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 15 · EIN 52-1868818 | Recordkeeping | $197,352 |
Service code 26 · EIN 04-2647786 | Advisory (Participants) | $93,527 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $21,105 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $16,642 |
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 | $156,603 | $104,631+49.7% | $98,439+59.1% | $80,160+95.4% |
| Participation rate | 97.0% | 87.5%+9.5pp | 75.2%+21.8pp | 72.9%+24.1pp |
| Annual return | 14.79% | 34.72%-19.9pp | 21.16%-6.4pp | 40.38%-25.6pp |
| Employer contribution / active EE | $7,156 | $4,517+58.4% | $3,048+134.8% | $2,978+140.3% |
| Participant deferral / active EE | $6,843 | $6,545+4.5% | $4,738+44.4% | $5,017+36.4% |
| Admin fee / account holder | $181 | $105+72.8% | $8,948-98.0% | $145+25.0% |