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 | $1,310,464 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $730,849 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $85,800 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $15,180 |
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 | $71,739 | $83,057-13.6% | $143,757-50.1% | $89,394-19.7% |
| Participation rate | 75.9% | 74.0%+1.8pp | 80.3%-4.4pp | 71.3%+4.6pp |
| Annual return | -15.32% | -13.97%-1.3pp | -0.04%-15.3pp | -11.89%-3.4pp |
| Employer contribution / active EE | $3,131 | $2,095+49.4% | $4,951-36.8% | $3,022+3.6% |
| Participant deferral / active EE | $5,907 | $4,281+38.0% | $5,637+4.8% | $5,123+15.3% |
| Admin fee / account holder | $70 | $83-16.1% | $14,673-99.5% | $79-12.3% |