Filed May 31, 1995
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 year Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,314,845 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,310,420 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $355,321 |
ELI LILLY AND COMPANY2+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $320,163 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Shareholde... | $243,254 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $82,150 |
CEM BENCHMARKING1 year Filed as: CEM BENCHMARKING INC. Service code 40 · EIN 98-0180257 | Other services; Foreign entity (e.g.,... | $23,958 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,979 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 19 · EIN 13-2834414 | Securities Custodian | $11,745 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $8,462 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,267 | $169,122+32.6% | $77,999+187.5% | $329,111-31.9% |
| Participation rate | 97.6% | 88.4%+9.3pp | 75.5%+22.1pp | 67.9%+29.8pp |
| Annual return | 5.78% | 11.00%-5.2pp | 425.96%-420.2pp | 16.35%-10.6pp |
| Employer contribution / active EE | $5,872 | $5,827+0.8% | $2,470+137.7% | $2,303+154.9% |
| Participant deferral / active EE | $10,933 | $8,046+35.9% | $3,497+212.7% | $3,682+196.9% |
| Admin fee / account holder | $114 | $83+38.3% | $5,480-97.9% | $754-84.9% |