Filed June 16, 2006
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,856,837 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $135,960 |
K&L GATES1+ years Service code 29 · EIN 25-0921018 | Legal | $10,575 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,618 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $47,202 | $46,516+1.5% | $147,614-68.0% | $69,651-32.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.6%+15.4pp | 66.6%+33.4pp |
| Annual return | 0.72% | 9.48%-8.8pp | 61.98%-61.3pp | 53.77%-53.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,459 | $2,719+100.8% | $4,895+11.5% | $3,635+50.2% |
| Admin fee / account holder | $71 | $45+58.1% | $11,611-99.4% | $63+12.0% |