Filed March 13, 1997
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 |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $16,754 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $10,018 |
THOMPSON & CHAN1+ years Service code 28 · EIN 99-0219965 | Investment Management | $5,079 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $247 |
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 | $155,284 | $112,772+37.7% | $57,343+170.8% | $59,188+162.4% |
| Participation rate | 75.0% | 71.3%+3.7pp | 75.1%-0.1pp | 69.4%+5.6pp |
| Annual return | 2.00% | 0.85%+1.1pp | 24.39%-22.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,722 | $3,400+9.4% | $2,689+38.4% | $2,098+77.4% |
| Participant deferral / active EE | $4,245 | $3,010+41.0% | $3,162+34.2% | $3,265+30.0% |
| Admin fee / account holder | $30 | $144-79.2% | $3,356-99.1% | $92-67.5% |