Filed January 6, 2006
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 37 · EIN 04-2647786 | Loan Processing | $132,162 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $75,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,880 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,312 | $110,299+29.9% | $102,423+39.9% | $199,593-28.2% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 14.71% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,829 | $3,603+34.0% | $3,023+59.7% | $3,034+59.2% |
| Participant deferral / active EE | $7,961 | $6,376+24.9% | $5,053+57.6% | $5,087+56.5% |
| Admin fee / account holder | $150 | $122+23.0% | $9,451-98.4% | $269-44.0% |