Filed July 3, 2005
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $831,429 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $464,876 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $319,200 |
STATE STREET GLOBAL ADVISORS5 years Service code 16 · EIN 81-4017137 | Consulting | $51,349 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $36,225 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,084 | $64,975+87.9% | $97,226+25.6% | $106,382+14.8% |
| Participation rate | 95.2% | 45.4%+49.8pp | 72.7%+22.5pp | 69.9%+25.3pp |
| Annual return | 18.75% | 15.21%+3.5pp | 75.13%-56.4pp | 17.37%+1.4pp |
| Employer contribution / active EE | $6,904 | $1,126+512.9% | $2,729+153.0% | $3,364+105.3% |
| Participant deferral / active EE | $6,969 | $2,466+182.6% | $4,264+63.5% | $5,569+25.2% |
| Admin fee / account holder | $106 | $69+54.5% | $5,654-98.1% | $79+33.7% |