Filed December 8, 1994 (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+ years Filed as: HEWITT INVESTMENT CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $386,992 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES,LLC Service code 11 · EIN 36-2235791 | Actuarial | $325,668 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 11 · EIN 04-1867445 | Actuarial | $175,117 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4000832 | Accounting | $155,350 |
TROUTMAN SANDERS LLP1+ years Filed as: TROUTMAN SANDERS, LLP Service code 29 · EIN 58-0946915 | Legal | $100,364 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.05% | 0.06%-2.1pp | -0.81%-1.2pp | -0.60%-1.4pp |
| Employer contribution / active EE | $35,920 | $14,206+152.8% | $38,425-6.5% | $12,272+192.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |