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 LLC2+ years Filed as: AONHEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $91,463 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $27,500 |
Filed as: MDC & T LLP Service code 10 · EIN 94-2214860 | Accounting | $7,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$228,333 |
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 | $164,113 | $96,400+70.2% | $149,718+9.6% | $177,276-7.4% |
| Participation rate | 99.3% | 88.9%+10.3pp | 87.1%+12.2pp | 74.8%+24.4pp |
| Annual return | 19.00% | 19.02%0pp | 1501.63%-1482.6pp | 21.25%-2.3pp |
| Employer contribution / active EE | $6,905 | $3,680+87.7% | $5,445+26.8% | $2,479+178.5% |
| Participant deferral / active EE | $9,077 | $5,510+64.7% | $6,569+38.2% | $3,881+133.9% |
| Admin fee / account holder | $37 | $69-46.6% | $11,283-99.7% | $154-76.0% |