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 ADVISORS2+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 13 · EIN 03-0415817 | Contract Administrator | $204,603 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $36,749 |
WEAVER LLP2+ years Service code 10 · EIN 75-0786316 | Accounting | $25,350 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-3581074 | Bank Trustee | $19,048 |
VINSON & ELKINS LLP2+ years Service code 29 · EIN 74-1183015 | Legal | $11,091 |
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 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | 4.54% | 0.91%+3.6pp | 4.64%-0.1pp | 4.16%+0.4pp |
| Employer contribution / active EE | $98,571 | $49,989+97.2% | $35,349+178.9% | $42,916+129.7% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |