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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,204,970 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $651,625 |
MATRIX TRUST COMPANY2+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $111,315 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 335 MADISON AVENUE · NEW YORK, NY 10017 | Consulting | $18,213 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE Service code 10 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Accounting | $6,050 |
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 | $89,017 | $38,963+128.5% | $71,796+24.0% | $329,111-73.0% |
| Participation rate | 40.0% | 53.8%-13.8pp | 69.1%-29.1pp | 67.9%-27.9pp |
| Annual return | 6.93% | 9.85%-2.9pp | 78.04%-71.1pp | 16.35%-9.4pp |
| Employer contribution / active EE | $1,069 | $758+41.0% | $1,924-44.5% | $2,303-53.6% |
| Participant deferral / active EE | $2,398 | $1,286+86.4% | $2,794-14.2% | $3,682-34.9% |
| Admin fee / account holder | $57 | $50+13.9% | $4,815-98.8% | $754-92.4% |