Filed September 21, 2006 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,176,255 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,139,525 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $78,650 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,500 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $5,673 |
Form 5500 reported that benefits due were not provided when due.
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 | $102,019 | $73,283+39.2% | $155,509-34.4% | $106,382-4.1% |
| Participation rate | 76.9% | 73.3%+3.7pp | 78.2%-1.2pp | 69.9%+7.1pp |
| Annual return | 15.26% | 15.77%-0.5pp | 64.67%-49.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $3,734 | $2,247+66.1% | $4,672-20.1% | $3,364+11.0% |
| Participant deferral / active EE | $6,996 | $4,580+52.7% | $5,626+24.3% | $5,569+25.6% |
| Admin fee / account holder | $74 | $56+31.9% | $15,912-99.5% | $79-6.6% |