Filed April 27, 2006
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 | $1,013,542 |
AON CONSULTING3+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $824,949 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $274,245 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $102,681 |
CANTOR FITZGERALD3+ years Service code 17 · EIN 35-2470761 | Pension Consulting | $79,120 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $63,986 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,714 |
BUCHANAN INGERSOLL & ROONEY PC3+ years Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $5,884 |
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 | $45,858 | $53,684-14.6% | $170,442-73.1% | $80,976-43.4% |
| Participation rate | 74.5% | 69.2%+5.3pp | 83.6%-9.1pp | 68.3%+6.2pp |
| Annual return | 18.53% | 25.97%-7.4pp | 205.93%-187.4pp | 22.91%-4.4pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,014 | $3,017-0.1% | $4,939-39.0% | $3,848-21.7% |
| Admin fee / account holder | $51 | $46+9.0% | $13,880-99.6% | $67-25.1% |