Filed March 18, 2009 (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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $39,286 |
DOEREN MAYHEW1 year Service code 10 · EIN 36-4745545 ONE RIVERWAY, SUITE 1200 · HOUSTON, TX 77056 | Accounting | $14,750 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,605 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,007 | $98,217-30.8% | $105,722-35.7% | $63,975+6.3% |
| Participation rate | 51.5% | 81.9%-30.3pp | 78.9%-27.4pp | 71.1%-19.6pp |
| Annual return | 6.98% | 20.18%-13.2pp | 12.25%-5.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,875 | $4,802-61.0% | $4,079-54.0% | $2,182-14.1% |
| Participant deferral / active EE | $3,239 | $6,019-46.2% | $5,326-39.2% | $3,356-3.5% |
| Admin fee / account holder | $57 | $70-18.0% | $8,308-99.3% | $70-18.8% |