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 ADVISORS7+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 13 · EIN 03-0415817 | Contract Administrator | $284,436 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $82,975 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $27,254 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $6,800 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $861,422-100.0% | $861,422-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 14.3%-14.3pp | 37.6%-37.6pp |
| Annual return | 6.28% | 3.34%+2.9pp | 6.57%-0.3pp | 9.30%-3.0pp |
| Employer contribution / active EE | $0 | $46,945-100.0% | $34,489-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |