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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $885,365 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $501,582 |
TROUTMAN SANDERS LLP4+ years Filed as: PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 | Legal | $175,012 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $119,320 |
STATE STREET GLOBAL ADVISORS3+ years Service code 49 · EIN 04-1867445 | Other Services | $100,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $50,000 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $50,000 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $42,391 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $40,667 |
LPL FINANCIAL4+ years Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,091 | $73,367-35.8% | $68,793-31.5% | $73,367-35.8% |
| Participation rate | 90.5% | 69.5%+21.0pp | 72.2%+18.3pp | 69.5%+21.0pp |
| Annual return | 0.76% | 173.45%-172.7pp | -4.63%+5.4pp | 173.45%-172.7pp |
| Employer contribution / active EE | $2,258 | $2,499-9.6% | $2,625-14.0% | $2,499-9.6% |
| Participant deferral / active EE | $3,116 | $4,033-22.7% | $3,311-5.9% | $4,033-22.7% |
| Admin fee / account holder | $93 | $68+35.8% | $5,131-98.2% | $68+35.8% |