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 LLC3+ years Filed as: HEWITT ENNISKNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $106,798 |
WASHINGTON, PITTMAN & MCKEEVER, LLC3+ years Service code 10 · EIN 36-4189747 | Accounting | $16,800 |
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 | $300,384 | $92,091+226.2% | $62,995+376.8% | $77,958+285.3% |
| Participation rate | 70.9% | 74.5%-3.5pp | 74.8%-3.9pp | 71.6%-0.7pp |
| Annual return | 14.93% | 16.23%-1.3pp | 87.57%-72.6pp | 20.87%-5.9pp |
| Employer contribution / active EE | $11,310 | $3,424+230.3% | $2,759+309.9% | $2,310+389.5% |
| Participant deferral / active EE | $7,178 | $3,361+113.6% | $3,329+115.6% | $3,537+103.0% |
| Admin fee / account holder | $14 | $48-69.9% | $3,600-99.6% | $97-85.2% |