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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 28 · EIN 53-0181291 | Investment Management | $18,692 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $18,534 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $52 |
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 | $173,380 | $74,552+132.6% | $62,995+175.2% | $69,631+149.0% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 13.37% | 15.77%-2.4pp | 87.57%-74.2pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $4,669 | $2,929+59.4% | $2,759+69.2% | $2,032+129.8% |
| Participant deferral / active EE | $5,520 | $2,974+85.6% | $3,329+65.8% | $3,224+71.2% |
| Admin fee / account holder | $28 | $59-53.5% | $3,600-99.2% | $110-75.0% |