Filed December 24, 2004 (most recent of 6 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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $1,700,281 |
LEARNLUX INC.2 years Service code 16 · EIN 47-4122769 | Consulting | $430,031 |
UNITED AIRLINES, INC.5 years Service code 14 · EIN 74-2099724 | Plan Administrator | $385,369 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $204,191 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $58,000 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $33,820 |
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 | $133,477 | $140,910-5.3% | $75,972+75.7% | $106,382+25.5% |
| Participation rate | 83.7% | 64.1%+19.6pp | 69.1%+14.7pp | 69.9%+13.9pp |
| Annual return | 18.09% | 16.51%+1.6pp | 359.55%-341.5pp | 17.37%+0.7pp |
| Employer contribution / active EE | $2,404 | $5,354-55.1% | $2,685-10.5% | $3,364-28.5% |
| Participant deferral / active EE | $6,595 | $5,004+31.8% | $4,255+55.0% | $5,569+18.4% |
| Admin fee / account holder | $35 | $117-70.5% | $6,467-99.5% | $79-56.3% |