Filed February 10, 2005 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,757 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $72,681 |
UBS FINANCIAL SERVICES INC1+ years Service code 16 · EIN 13-2638166 | Consulting | $38,145 |
HAGEN, KURTH, PERMAN & CO., PS1+ years Filed as: HAGEN KURTH PERMAN & CO PS Service code 10 · EIN 91-1233794 | Accounting | $5,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,139 | $39,458+290.6% | $60,547+154.6% | $55,191+179.3% |
| Participation rate | 97.4% | 59.6%+37.8pp | 68.0%+29.4pp | 69.2%+28.2pp |
| Annual return | 0.90% | 3.35%-2.5pp | 335.64%-334.7pp | 10.78%-9.9pp |
| Employer contribution / active EE | $6,349 | $1,210+424.8% | $2,419+162.4% | $1,899+234.4% |
| Participant deferral / active EE | $8,535 | $2,140+298.8% | $3,328+156.5% | $3,046+180.2% |
| Admin fee / account holder | $258 | $95+171.3% | $4,536-94.3% | $91+184.4% |