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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $135,948 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $856 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,788 | $85,199+213.1% | $57,179+366.6% | $63,975+317.0% |
| Participation rate | 72.8% | 74.0%-1.2pp | 75.3%-2.5pp | 71.1%+1.7pp |
| Annual return | 7.46% | 10.43%-3.0pp | 14.59%-7.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $11,132 | $3,446+223.0% | $2,682+315.0% | $2,182+410.2% |
| Participant deferral / active EE | $7,229 | $3,109+132.5% | $3,096+133.5% | $3,356+115.4% |
| Admin fee / account holder | $16 | $39-58.6% | $3,139-99.5% | $70-77.3% |