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 | $1,213,291 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $427,954 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $85,550 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $15,400 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $11,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,431 | $66,513+10.4% | $178,490-58.9% | $106,222-30.9% |
| Participation rate | 79.2% | 73.8%+5.5pp | 81.9%-2.7pp | 70.8%+8.4pp |
| Annual return | 14.34% | 21.81%-7.5pp | 151.07%-136.7pp | 21.69%-7.3pp |
| Employer contribution / active EE | $2,042 | $1,776+15.0% | $5,011-59.2% | $2,723-25.0% |
| Participant deferral / active EE | $5,263 | $3,679+43.0% | $5,202+1.2% | $4,600+14.4% |
| Admin fee / account holder | $64 | $53+18.9% | $13,984-99.5% | $78-18.9% |