Filed April 10, 2003 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $298,970 |
HEWITT ASSOCIATES LLC10+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $29,739 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,499 | $117,148+208.6% | $67,511+435.5% | $99,061+264.9% |
| Participation rate | 94.5% | 72.7%+21.8pp | 72.9%+21.6pp | 71.6%+22.9pp |
| Annual return | 12.63% | 14.15%-1.5pp | 3517.41%-3504.8pp | 17.66%-5.0pp |
| Employer contribution / active EE | $12,494 | $4,623+170.3% | $2,733+357.2% | $3,261+283.2% |
| Participant deferral / active EE | $7,902 | $4,782+65.2% | $4,000+97.5% | $5,331+48.2% |
| Admin fee / account holder | $31 | $50-38.3% | $3,999-99.2% | $109-71.6% |