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 | $445,823 |
Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $27,597 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $8,958 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,814 |
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 | $47,531 | $49,270-3.5% | $156,549-69.6% | $329,111-85.6% |
| Participation rate | 78.0% | 68.1%+9.9pp | 84.0%-6.0pp | 67.9%+10.2pp |
| Annual return | 8.97% | 23.25%-14.3pp | 32.23%-23.3pp | 16.35%-7.4pp |
| Employer contribution / active EE | $2,236 | $1,534+45.8% | $5,501-59.3% | $2,303-2.9% |
| Participant deferral / active EE | $4,181 | $2,920+43.2% | $4,871-14.2% | $3,682+13.5% |
| Admin fee / account holder | $69 | $51+37.5% | $13,027-99.5% | $754-90.8% |