Filed March 2, 2006
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 |
|---|---|---|
Filed as: FIDELITY INVSTMNT INSTITUTIONAL OP Service code 17 · EIN 04-2647786 | Pension Consulting | $619,996 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $184,098 |
INSPIRA1 year Filed as: INSPIRA FINANCIAL HEALTH, INC. Service code 12 · EIN 91-1774434 | Claims processing | $135,035 |
VISION SERVICE PLAN1 year Filed as: VISION SERVICE PLAN INSURANCE CO Service code 13 · EIN 06-1227840 | Contract Administrator | $67,745 |
WEAVER AND TIDWELL, LLP6 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $25,514 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.69% | 8.05%-6.4pp | 6.78%-5.1pp | 9.30%-7.6pp |
| Employer contribution / active EE | $2,362 | $10,660-77.8% | $25,154-90.6% | $12,557-81.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |