Filed January 30, 2006 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $961,555 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $639,064 |
MATRIX TRUST COMPANY1+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $106,644 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 335 MADISON AVENUE · NEW YORK, NY 10017 | Consulting | $44,451 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 10 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Accounting | $33,986 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,573 | $36,004+137.7% | $64,105+33.5% | $69,651+22.9% |
| Participation rate | 40.6% | 47.3%-6.7pp | 68.2%-27.6pp | 66.6%-26.0pp |
| Annual return | 1.56% | 4.26%-2.7pp | 791.24%-789.7pp | 53.77%-52.2pp |
| Employer contribution / active EE | $1,035 | $617+67.9% | $1,820-43.1% | $2,241-53.8% |
| Participant deferral / active EE | $2,275 | $1,166+95.1% | $2,822-19.4% | $3,635-37.4% |
| Admin fee / account holder | $47 | $49-3.7% | $4,499-99.0% | $63-25.5% |