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 LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,177,497 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $801,975 |
MATRIX TRUST COMPANY3+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $124,917 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $10,357 |
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 | $99,245 | $39,909+148.7% | $78,778+26.0% | $80,976+22.6% |
| Participation rate | 43.3% | 55.7%-12.5pp | 69.2%-25.9pp | 68.3%-25.0pp |
| Annual return | 16.84% | 23.47%-6.6pp | 35.62%-18.8pp | 22.91%-6.1pp |
| Employer contribution / active EE | $1,223 | $778+57.2% | $1,986-38.4% | $2,402-49.1% |
| Participant deferral / active EE | $2,720 | $1,359+100.1% | $2,958-8.0% | $3,848-29.3% |
| Admin fee / account holder | $65 | $50+31.7% | $5,134-98.7% | $67-2.9% |