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 | $637,961 |
Filed as: TOWERS WATSON INV SERVICES Service code 16 · EIN 52-1868818 | Consulting | $396,511 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,690 |
STATE STREET GLOBAL ADVISORS4 years Service code 16 · EIN 81-4017137 | Consulting | $48,149 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 16 · EIN 45-0250958 | Consulting | $28,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,736 | $57,458+89.2% | $95,745+13.6% | $96,393+12.8% |
| Participation rate | 96.7% | 47.9%+48.7pp | 72.3%+24.4pp | 71.3%+25.4pp |
| Annual return | 15.79% | 17.80%-2.0pp | 28.35%-12.6pp | 22.88%-7.1pp |
| Employer contribution / active EE | $7,167 | $1,155+520.6% | $2,835+152.9% | $3,238+121.3% |
| Participant deferral / active EE | $7,015 | $2,443+187.1% | $4,245+65.3% | $5,455+28.6% |
| Admin fee / account holder | $87 | $61+43.9% | $5,678-98.5% | $74+17.9% |