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 | $557,280 |
Filed as: TOWERS WATSON INVESTMENT SVCS. Service code 16 · EIN 52-1868818 | Consulting | $359,932 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $216,635 |
EIDE BAILLY LLP1 year Service code 16 · EIN 45-0250958 | Consulting | $37,900 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,569 |
Service code 16 · EIN 81-4017137 | Consulting | $32,863 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS, Service code 16 · EIN 52-1714114 | Consulting | $29,645 |
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 | $106,801 | $49,890+114.1% | $104,607+2.1% | $106,222+0.5% |
| Participation rate | 92.8% | 45.0%+47.7pp | 74.1%+18.7pp | 70.8%+22.0pp |
| Annual return | 17.26% | 18.07%-0.8pp | 340.46%-323.2pp | 21.69%-4.4pp |
| Employer contribution / active EE | $5,291 | $809+553.9% | $2,681+97.4% | $2,723+94.3% |
| Participant deferral / active EE | $4,926 | $1,699+190.0% | $3,740+31.7% | $4,600+7.1% |
| Admin fee / account holder | $94 | $56+67.0% | $6,473-98.5% | $78+19.8% |