Filed January 17, 1997 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,585,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $990,836 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $117,981 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $75,000 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $68,000 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $18,498 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $565,169 | $185,545+204.6% | $90,749+522.8% | $89,394+532.2% |
| Participation rate | 95.3% | 85.0%+10.3pp | 75.7%+19.6pp | 71.3%+24.0pp |
| Annual return | 4.02% | -13.56%+17.6pp | -12.16%+16.2pp | -11.89%+15.9pp |
| Employer contribution / active EE | $14,268 | $7,210+97.9% | $2,921+388.5% | $3,022+372.2% |
| Participant deferral / active EE | $17,107 | $9,550+79.1% | $4,564+274.8% | $5,123+233.9% |
| Admin fee / account holder | $114 | $100+14.1% | $8,445-98.6% | $79+43.9% |