Filed April 25, 2013
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 |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $33,261 |
LINSCOMB & WILLIAMS1 year Service code 16 · EIN 20-3395446 | Consulting | $12,852 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,767 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 34-1174529 | Consulting | $1,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,000 | $91,407+95.8% | $135,903+31.7% | $71,457+150.5% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 23.42% | 29.90%-6.5pp | 68.23%-44.8pp | 28.85%-5.4pp |
| Employer contribution / active EE | $7,696 | $3,703+107.8% | $4,856+58.5% | $2,588+197.4% |
| Participant deferral / active EE | $12,814 | $7,092+80.7% | $7,758+65.2% | $4,289+198.8% |
| Admin fee / account holder | $218 | $1,266-82.8% | $10,762-98.0% | $1,587-86.3% |