Filed April 27, 1998
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 37 · EIN 04-2647786 | Loan Processing | $84,265 |
HEWITT ASSOCIATES LLC1 year Filed as: AOH HEWITT Service code 16 · EIN 36-3109431 | Consulting | $69,503 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,102 | $65,708+209.1% | $76,817+164.4% | $77,787+161.1% |
| Participation rate | 94.7% | 79.0%+15.7pp | 72.1%+22.6pp | 73.2%+21.5pp |
| Annual return | 23.32% | 49.86%-26.5pp | 1166.11%-1142.8pp | 32.57%-9.3pp |
| Employer contribution / active EE | $6,568 | $2,167+203.0% | $2,302+185.3% | $2,504+162.2% |
| Participant deferral / active EE | $8,940 | $3,254+174.8% | $3,336+168.0% | $3,967+125.3% |
| Admin fee / account holder | $62 | $91-31.8% | $6,420-99.0% | $100-38.1% |