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 LLC2 years Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $114,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,823 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN LLC Service code 16 · EIN 43-0765316 | Consulting | $18,800 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS P C Service code 16 · EIN 46-3862389 | Consulting | $10,799 |
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 | $129,920 | $100,921+28.7% | $82,313+57.8% | $177,276-26.7% |
| Participation rate | 77.6% | 86.9%-9.4pp | 76.9%+0.7pp | 74.8%+2.7pp |
| Annual return | 17.40% | 20.33%-2.9pp | 25.88%-8.5pp | 21.25%-3.9pp |
| Employer contribution / active EE | $2,319 | $3,145-26.3% | $2,428-4.5% | $2,479-6.4% |
| Participant deferral / active EE | $6,769 | $5,192+30.4% | $3,706+82.6% | $3,881+74.4% |
| Admin fee / account holder | $105 | $64+63.4% | $5,608-98.1% | $154-32.0% |