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 | $779,232 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $415,994 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,144 |
Filed as: STATE STREET GLOBAL ADV Service code 16 · EIN 81-4017137 | Consulting | $71,629 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $24,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $17,800 |
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 | $96,049 | $48,447+98.3% | $91,220+5.3% | $89,394+7.4% |
| Participation rate | 96.3% | 46.5%+49.8pp | 73.2%+23.1pp | 71.3%+25.0pp |
| Annual return | -14.79% | -13.16%-1.6pp | 114.01%-128.8pp | -11.89%-2.9pp |
| Employer contribution / active EE | $6,789 | $1,115+508.6% | $2,850+138.2% | $3,022+124.7% |
| Participant deferral / active EE | $6,464 | $2,235+189.2% | $4,234+52.7% | $5,123+26.2% |
| Admin fee / account holder | $99 | $61+61.7% | $5,420-98.2% | $79+24.1% |