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 |
|---|---|---|
PAYFLEX5+ years Service code 12 · EIN 91-1774434 | Claims processing | $232,854 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $205,902 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $19,750 |
Filed as: JONES, WALKER, WAECHTER, POITEVENT Service code 29 · EIN 72-0445111 | Legal | $16,023 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 17 · EIN 53-0181291 | Pension Consulting | $10,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.35% | 53.17%-31.8pp | 18.06%+3.3pp | 21.83%-0.5pp |
| Employer contribution / active EE | $22,195 | $14,715+50.8% | $30,411-27.0% | $12,237+81.4% |
| Participant deferral / active EE | $195 | $65+200.0% | $40+390.8% | $987-80.3% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |