Filed January 4, 2002 (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 7-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 & ASSOC. Service code 11 · EIN 36-2235791 | Actuarial | $307,142 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $119,795 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 41-6257133 | Contract Administrator | $31,646 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $17,363 |
MILLER JOHNSON2+ years Filed as: MILLER JOHNSON SNELL & CO. Service code 29 · EIN 38-1603110 | Legal | $16,854 |
REHMANN ROBSON2+ years Filed as: REHMANN ACCOUNTING, LLC Service code 10 · EIN 38-3635706 | Accounting | $12,850 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 5.55% | 5.96%-0.4pp | 4.07%+1.5pp | 9.19%-3.6pp |
| Employer contribution / active EE | $0 | $13,653-100.0% | $36,235-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |