Filed May 8, 2006 (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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 28 · EIN 53-0181291 | Investment Management | $13,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,137 | $88,874+74.6% | $123,544+25.6% | $75,289+106.1% |
| Participation rate | 87.8% | 75.9%+12.0pp | 82.3%+5.5pp | 72.4%+15.4pp |
| Annual return | -3.30% | 4.22%-7.5pp | 119.20%-122.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,583 | $3,256-51.4% | $4,628-65.8% | $2,405-34.2% |
| Participant deferral / active EE | $8,389 | $6,174+35.9% | $6,426+30.6% | $3,739+124.4% |
| Admin fee / account holder | $4 | $95-95.9% | $9,284-100.0% | $102-96.2% |