Filed July 6, 2004
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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $1,016,752 |
Filed as: GREAT-WEST FINANCIAL RPS, LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $220,191 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $58,499 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $15,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,297 | $169,122-46.0% | $77,999+17.0% | $329,111-72.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 75.5%+8.6pp | 67.9%+16.3pp |
| Annual return | 4.06% | 11.00%-6.9pp | 425.96%-421.9pp | 16.35%-12.3pp |
| Employer contribution / active EE | $0 | $5,827-100.0% | $2,470-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $4,337 | $8,046-46.1% | $3,497+24.0% | $3,682+17.8% |
| Admin fee / account holder | $54 | $83-34.6% | $5,480-99.0% | $754-92.8% |