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 | $115,658 |
HEWITT ASSOCIATES LLC2 years Filed as: AOH HEWITT Service code 16 · EIN 36-3109431 | Consulting | $69,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,546 | $72,066+210.2% | $81,930+172.9% | $90,288+147.6% |
| Participation rate | 95.4% | 78.9%+16.5pp | 72.0%+23.4pp | 73.4%+22.1pp |
| Annual return | 15.44% | 15.92%-0.5pp | 29.49%-14.0pp | 53.97%-38.5pp |
| Employer contribution / active EE | $7,197 | $2,335+208.2% | $4,310+67.0% | $2,524+185.1% |
| Participant deferral / active EE | $9,642 | $3,557+171.1% | $7,107+35.7% | $4,232+127.8% |
| Admin fee / account holder | $79 | $92-14.2% | $5,158-98.5% | $114-30.4% |