Filed February 25, 2009 (most recent of 6 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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $49,159 |
KPMG LLP1+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $41,250 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $34,386 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $10,449 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 14 · EIN 52-1714114 | Plan Administrator | $3,360 |
AMERICAN FUNDS1+ years Filed as: AMERICAN FUNDS EUROPAC Service code 28 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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 | $117,093 | $75,760+54.6% | $123,104-4.9% | $59,188+97.8% |
| Participation rate | 95.7% | 86.0%+9.6pp | 86.8%+8.9pp | 69.4%+26.3pp |
| Annual return | 1.51% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $6,397 | $3,415+87.3% | $5,151+24.2% | $2,098+204.9% |
| Participant deferral / active EE | $6,754 | $5,000+35.1% | $6,230+8.4% | $3,265+106.9% |
| Admin fee / account holder | $51 | $61-15.9% | $9,015-99.4% | $92-44.6% |