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 | $1,171,499 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $225,678 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 26 · EIN 52-1868818 | Advisory (Participants) | $87,128 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $12,471 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $7,654 |
Annual investment return 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 | $54,770 | $46,969+16.6% | $154,107-64.5% | $73,367-25.3% |
| Participation rate | 79.1% | 72.4%+6.7pp | 83.0%-4.0pp | 69.5%+9.6pp |
| Annual return | -5.41% | 821.68%-827.1pp | 735.12%-740.5pp | 173.45%-178.9pp |
| Employer contribution / active EE | $2,486 | $1,723+44.3% | $5,298-53.1% | $2,499-0.5% |
| Participant deferral / active EE | $4,708 | $3,162+48.9% | $5,081-7.3% | $4,033+16.7% |
| Admin fee / account holder | $60 | $47+28.4% | $13,411-99.6% | $68-12.5% |