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 LLC3 years Filed as: HEWITT ENNISKNUPP Service code 16 · EIN 36-3109431 | Consulting | $115,000 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN LLC Service code 10 · EIN 43-0765316 | Accounting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$183,584 |
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 | $114,409 | $96,261+18.9% | $76,768+49.0% | $68,904+66.0% |
| Participation rate | 76.3% | 87.0%-10.7pp | 77.0%-0.7pp | 74.1%+2.2pp |
| Annual return | -3.37% | -0.85%-2.5pp | 2.43%-5.8pp | 1.07%-4.4pp |
| Employer contribution / active EE | $2,711 | $3,303-17.9% | $2,485+9.1% | $2,540+6.7% |
| Participant deferral / active EE | $6,729 | $5,537+21.5% | $3,852+74.7% | $4,015+67.6% |
| Admin fee / account holder | $97 | $73+33.3% | $6,675-98.5% | $71+36.2% |