Filed September 17, 2001 (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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT Service code 70 · EIN 36-3109431 | Consulting Fees | $161,635 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $133,548 |
SEYFARTH SHAW LLP2+ years Service code 50 · EIN 36-2152202 | Direct Payment | $5,680 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $219,552 | $80,354+173.2% | $133,980+63.9% | $63,975+243.2% |
| Participation rate | 97.7% | 87.5%+10.2pp | 87.1%+10.6pp | 71.1%+26.5pp |
| Annual return | 27.33% | 13.11%+14.2pp | 29.30%-2.0pp | 48.65%-21.3pp |
| Employer contribution / active EE | $14,450 | $3,503+312.5% | $5,211+177.3% | $2,182+562.3% |
| Participant deferral / active EE | $11,801 | $5,239+125.3% | $6,282+87.9% | $3,356+251.6% |
| Admin fee / account holder | $137 | $69+97.7% | $9,324-98.5% | $70+94.5% |