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 6-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 | $53,790 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $15,850 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $8,001 |
VINSON & ELKINS LLP3+ years Service code 29 · EIN 74-1183015 | Legal | $6,821 |
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.
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 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 14.99% | 5.61%+9.4pp | 9.84%+5.1pp | 10.21%+4.8pp |
| Employer contribution / active EE | $18 | $71,462-100.0% | $50,102-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |