Filed May 29, 2008 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $115,000 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN LLC Service code 16 · EIN 43-0765316 | Consulting | $18,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,927 |
Form 5500 reported that benefits due were not provided when due.
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 | $115,774 | $80,211+44.3% | $74,183+56.1% | $63,975+81.0% |
| Participation rate | 78.6% | 84.2%-5.6pp | 76.6%+2.0pp | 71.1%+7.5pp |
| Annual return | 6.82% | 14.13%-7.3pp | 17.74%-10.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,569 | $2,553+39.8% | $2,370+50.6% | $2,182+63.6% |
| Participant deferral / active EE | $7,362 | $4,370+68.5% | $3,550+107.4% | $3,356+119.3% |
| Admin fee / account holder | $97 | $67+44.0% | $5,586-98.3% | $70+37.4% |