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 | $1,222,863 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $875,167 |
WILLIS TOWERS WATSON US LLC2 years 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 | $16,500 |
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 | $83,804 | $68,330+22.6% | $149,673-44.0% | $96,393-13.1% |
| Participation rate | 76.3% | 74.6%+1.7pp | 78.8%-2.4pp | 71.3%+5.1pp |
| Annual return | 20.01% | 29.64%-9.6pp | 134.42%-114.4pp | 22.88%-2.9pp |
| Employer contribution / active EE | $3,317 | $2,139+55.0% | $4,818-31.2% | $3,238+2.4% |
| Participant deferral / active EE | $6,138 | $4,422+38.8% | $5,680+8.1% | $5,455+12.5% |
| Admin fee / account holder | $66 | $52+27.3% | $13,210-99.5% | $74-10.4% |