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 | $1,232,320 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $654,884 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $92,950 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $13,925 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $7,000 |
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 | $84,792 | $68,062+24.6% | $185,823-54.4% | $106,520-20.4% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.7%-3.1pp | 71.3%+7.3pp |
| Annual return | 16.56% | 18.20%-1.6pp | 122.05%-105.5pp | 19.28%-2.7pp |
| Employer contribution / active EE | $3,167 | $1,997+58.6% | $5,167-38.7% | $2,840+11.5% |
| Participant deferral / active EE | $6,216 | $3,990+55.8% | $5,568+11.6% | $4,948+25.6% |
| Admin fee / account holder | $69 | $53+29.9% | $16,237-99.6% | $75-8.0% |