Filed March 30, 2010
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 |
|---|---|---|
STRATEGIC BENEFIT ADVISORS3+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 13 · EIN 03-0415817 | Contract Administrator | $577,470 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $91,597 |
VINSON & ELKINS LLP3+ years Service code 29 · EIN 74-1183015 | Legal | $35,022 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-3581074 | Bank Trustee | $34,791 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $34,500 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | 13.26% | 19.05%-5.8pp | 9.84%+3.4pp | 10.41%+2.8pp |
| Employer contribution / active EE | $28,044 | $19,967+40.5% | $50,102-44.0% | $14,691+90.9% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |