Filed April 30, 2009
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 Filed as: AONHEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $142,275 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $26,500 |
MORRIS DAVIS CHAN & TAN LLP1+ years Service code 10 · EIN 94-2214860 | Accounting | $6,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$266,053 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,140 | $82,683+85.2% | $133,980+14.3% | $65,292+134.5% |
| Participation rate | 99.1% | 87.3%+11.7pp | 87.1%+12.0pp | 72.4%+26.6pp |
| Annual return | 9.40% | 9.63%-0.2pp | 29.30%-19.9pp | 11.84%-2.4pp |
| Employer contribution / active EE | $6,966 | $3,583+94.4% | $5,211+33.7% | $2,302+202.6% |
| Participant deferral / active EE | $9,397 | $5,190+81.1% | $6,282+49.6% | $3,579+162.6% |
| Admin fee / account holder | $42 | $66-36.3% | $9,324-99.6% | $57-27.0% |