Filed November 26, 2007 (most recent of 4 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 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $207,649 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $18,147 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 3.86% | 35.98%-32.1pp | 10.75%-6.9pp | 15.63%-11.8pp |
| Employer contribution / active EE | $11,299 | $8,396+34.6% | $35,162-67.9% | $11,476-1.5% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |