Filed October 18, 2004
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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 P.O. BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $152,965 |
GROOM LAW GROUP3+ years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE., NW · WASHINGTON, DC 20006 | Legal | $149,598 |
Filed as: PORTFOLIO EVALUATION INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $80,750 |
MERCER3+ years Service code 16 P.O. BOX 13793 · DALLAS, TX 75373 | Consulting | $50,246 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $41,344 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,007 |
HEWITT ASSOCIATES LLC2 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $23,915 |
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $20,602 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE & CO LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,000 |
Filed as: TAI-SSC ACCOUNTING Service code 14 9740 IRVINE BLVD · IRVINE, CA 92618 | Plan Administrator | $15,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,091 | $117,734+36.8% | $115,752+39.2% | $77,958+106.6% |
| Participation rate | 58.8% | 82.0%-23.3pp | 77.8%-19.0pp | 71.6%-12.9pp |
| Annual return | 20.30% | 17.65%+2.6pp | 19.41%+0.9pp | 20.87%-0.6pp |
| Employer contribution / active EE | $2,413 | $2,736-11.8% | $3,492-30.9% | $2,310+4.4% |
| Participant deferral / active EE | $6,223 | $4,435+40.3% | $5,204+19.6% | $3,537+76.0% |
| Admin fee / account holder | $130 | $75+72.8% | $6,278-97.9% | $97+33.0% |