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 ADVISORS9+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 13 · EIN 03-0415817 | Contract Administrator | $306,883 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $73,999 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $29,664 |
VINSON & ELKINS LLP9+ years Service code 29 · EIN 74-1183015 | Legal | $11,900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $848,047-100.0% | $848,047-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 8.96% | 3.42%+5.5pp | 5.63%+3.3pp | 24.42%-15.5pp |
| Employer contribution / active EE | $69,375 | $43,854+58.2% | $36,086+92.3% | $41,338+67.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,079-100.0% |