Filed January 11, 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 13 · EIN 06-1050034 | Contract Administrator | $330,151 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT & ASSOCIATES LLC Service code 27 · EIN 36-2235791 | Advisory (Plan) | $43,836 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 | Accounting | $31,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 49 · EIN 22-2232264 | Other Services | $23,754 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $13,407 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,536 |
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 | $161,343 | $40,113+302.2% | $84,015+92.0% | $77,787+107.4% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 21.44% | 23.27%-1.8pp | 71.31%-49.9pp | 32.57%-11.1pp |
| Employer contribution / active EE | $6,897 | $847+714.1% | $1,983+247.7% | $2,504+175.4% |
| Participant deferral / active EE | $9,583 | $2,030+372.1% | $3,239+195.9% | $3,967+141.6% |
| Admin fee / account holder | $77 | $92-15.8% | $6,101-98.7% | $100-22.9% |